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For Individuals

Individuals and businesses come to us for unique insurance planning solutions:

  • Wealth transfer maximization and legacy planning to provide liquidity for estate settlement
  • Family insurance planning
  • Employee retention and executive bonus plans
  • Consultation and review of existing premium financed life insurance transactions

For Advisors

We partner with insurance and financial advisors to help them:

  • Explore alternative payment structures for their client’s life insurance plans.
  • Determine client insurance needs and present solutions and recommendations.
  • Evaluate clients’ current premium financed life insurance strategies.