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