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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...
The Importance of Life Insurance Policy Reviews
A life insurance policy review is an important process that will help you understand your current coverage and make sure it still meets your needs....
![[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%](https://m3c9f7m7.rocketcdn.me/wp-content/uploads/2016/09/fi-restricted-property-trust-case-study-400x250.png)
[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%
A Restricted Property Trust provides business owners and/or key executives with tax-favored, long-term cash accumulation and income distribution. A...
Buy Sell Agreements for Closely Held and Family Business Owners
Buy Sell Agreements for closely held and family business owners is a legal document that establishes a market for your business in the event of a ...
![[Case Study] How Life Insurance Premium Financing Can Save You Millions](https://m3c9f7m7.rocketcdn.me/wp-content/uploads/2016/10/fi-life-insurance-premium-financing-case-study-400x250.png)
[Case Study] How Life Insurance Premium Financing Can Save You Millions
Life insurance premium financing allows ultra-affluent families to secure life insurance coverage by borrowing ongoing premium payments. Most peop...
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...
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 ...
![[Case Study] How Crediting Rates Can Adversely Impact Life Insurance Policy Performance](https://m3c9f7m7.rocketcdn.me/wp-content/uploads/2021/03/fi-universal-life-insurance-policy-review-400x250.png)
[Case Study] How Crediting Rates Can Adversely Impact Life Insurance Policy Performance
In 2008, Michael sold his successful manufacturing company at the age of 52. As a result of the sale, Michael was able to retire and enjoy the fine...
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...