Life insurance specialists
  • About
    • Deliverables
    • Life Insurance
    • Team
  • Practice Areas
    • Taxable Estates
    • Businesses
    • High Income Earners
  • Fee-Only Advisors
  • Get Started
  • Blog
We deliver sophisticated life insurance strategies for taxable estates, businesses, and high-income earners. 

Summary of Deliverables

// Objective, unbiased recommendations

// Advanced wealth transfer strategies for taxable estates

// Executive benefits and business continuation planning

// Tax minimization strategies for high income earners

// Advanced financial modeling capabilities for complex plans

// Access to virtually all carriers and products

// Ability to manage and process difficult-to-place cases  

// Personal, unhurried, caring and responsive service
Since we don't provide legal, accounting or tax advice, we work with your tax or legal advisors on issues related to your tax and/or estate planning. At any rate, you should always consult your tax or legal advisors before taking any action that may have tax consequences. 
Get Started
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info@elliottbayinsurance.com
206.486.8700 ext. 702
Get started
  • About
    • Deliverables
    • Life Insurance
    • Team
  • Practice Areas
    • Taxable Estates
    • Businesses
    • High Income Earners
  • Fee-Only Advisors
  • Get Started
  • Blog