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
// 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.
