Our goal is to offer thorough and cost-effective solutions to both existing and prospective personal and business clients of financial advisors, independent agents, and attorneys.
The firm's areas of specialty include: Life insurance consulting, analysis, and implementation for individuals and families; Access to impaired-risk life insurance underwriting markets; Wealth transfer programs to minimize or eliminate estate and gift taxes; Business succession and executive benefits funding for business owners; and Assessment and restructure of existing life insurance portfolios.