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Our relationship with dozens of insurance companies ensures our clients have access to the most cost-effective and appropriate products to meet their current and future planning goals.
MCo. Case Studies
Explore Client Success Stories. We help our clients navigate the complexities of life insurance while achieving superior results.
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Life Insurance Policy Review
Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
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Life Insurance Premium Financing
Life Insurance Premium Financing helps high net worth families secure large life insurance policies. Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
Trust Owned Life Insurance
Life Insurance Premium Financing helps high net worth families secure large life insurance policies. Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
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FEATURED BLOG POSTS
What is a Life Insurance Retirement Plan (LIRP) and How Does it Work?
A life insurance retirement plan or LIRP is a tax-efficient way for individuals to save for retirement by providing benefits you can enjoy during y...
A Guide to Understanding Indexed Universal Life Insurance (IUL)
Indexed Universal Life Insurance is a type of universal life insurance offering permanent protection. There are three different types of universal ...
Guidelines for Transferring Business Owned Life Insurance
There are several reasons a business may want to transfer ownership of a corporate-owned life insurance policy to an individual. Perhaps a business...
The Definitive Guide To Split Dollar Life Insurance Arrangements
A Split-Dollar Life Insurance plan is a sophisticated strategy that can help with the payment of life insurance premiums. A life insurance policyâ€...
What Are The Different Types of Life Insurance Policies?
Life insurance policies can be very simple or extremely complex given the circumstances. Much of this is a function of the type of policy and how i...
The Ultimate Guide to Life Insurance Premium Financing (Ultra Affluent Families, This One’s For You…)
Life insurance premium financing enables an owner of a life insurance policy to borrow money to pay premiums. There are several different scenarios...
Advanced Planning: Leveraging Sales to a Defective Trust Using Life Insurance
A high-net-worth family was working with their estate planning attorney to reduce estate taxes and minimize gift taxes. The couple’s $160 million...
Low Interest Rates Causing Permanent Life Insurance (Universal and Whole Life) to Massively Under Perform
Crediting rates and dividend rates on permanent life insurance policies are at all-time lows and will likely continue to decrease. An underperformi...
The Problem With Some Life Insurance Carriers…
Advising individuals, families, and business owners on their existing permanent life insurance coverage continues to be challenging. In fact, I jus...