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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
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...
Restricted Property Trust – A Tax Deductible Plan for Business Owners
A Restricted Property Trust is used by successful business owners to reduce income taxes and grow assets. The ability to make Before Tax Contribut...
What is a Term Life Insurance Conversion?
A term life insurance conversion allows a policy owner to convert their existing term insurance to a permanent life insurance policy. Term life ins...
2018 Whole Life Insurance Dividend Rate Annoucements
It is that time of year when insurance companies announce their 2018 whole life insurance dividend rate and payout for the upcoming year. This year...
High Net Worth Life Insurance Estate Planning
When it comes to estate planning, life insurance can be an important tool for high-net-worth individuals and families. Often, life insurance is use...
How Your Permanent Life Insurance Policy Could Terminate Before You Die and What You Can Do to Stop It From Happening
Purchasing life insurance coverage is important for many people. It helps protect against the financial loss of a loved one, provides liquidity for...
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 Flexibility and Benefits of Universal Life Insurance
Universal Life Insurance is the least expensive and most flexible form of permanent life insurance. Like most permanent life insurance policies, un...
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...