WHAT WE DO
We are a boutique firm that is selective in the clientele we service. Unlike large firms with multiple departments to bounce you around - when you choose us, you get our undivided attention. We have the capabilities and resources to execute the most complicated of life insurance plans while ensuring we are intimately involved in every step of your planning process.
-
Generational Wealth Transfer Planning
Private Placement Life Insurance
Premium Financing
Split Dollar Arrangements
Tailor Made Policy Designs
Qualified Plan Maximization
Liquidity Planning for Illiquid Assets
Beneficiary Equalization
High Income Earners
Income Replacement Term Coverage
Portfolio Diversification Using Cash Value Life Insurance
Business Owners
Buy Sell Insurance
Key Man Insurance
Non Qualified Deferred Compensation
Succession Planning
Pre & Post Acquisition Planning
Charitable Planning with Life Insurance
Ensure Long Term Giving Goals
Non Profit Owned Life Insurance
Charitable Giving Wealth Restoration
Life Settlements
Maximize the value of the existing policy you can either no longer afford or no longer need.
-
Upon engagement, we provide fiduciary professionals and their clients:
Total transparency and education around existing and newly proposed coverages.
Unbiased disclosures of benefits and risks with proposed insurance plan.
Complete market research for alternative options to be considered.
Support to the client and existing agent in the implementation of new coverage.
Introductions to third party trusted agents if a change in agent is desired.
*Our fees will be charged on a fixed hourly rate. Typical engagements are satisfied between 5-15 hours.
-
Long Term Care Insurance
Traditional
Hybrid / Linked Benefits
Annuity Care
Disability Insurance
Income Replacement
Disability Buy Out
Business Overhead
Multi-life
Annuities