Life Insurance, Long Term Care & Disability Insurance.
For over 30 years we have been designing, restructuring, and implementing insurance strategies to mitigate risk. As well, we utilize insurance as a powerful tool in the creation and preservation of wealth for current and future generations.
Estate tax mitigation, Insurance policy reviews, Key man life and disability, Non-qualified deferred comp, Long Term Care and Chronic illness protection are some of the protection categories where we can best serve our clients.
We specialize in working with high and ultra-high net worth families and business owners for the unique family legacy issues they face.
Understanding risk is critical: What is the risk in monetary terms? What is the risk in term of timeline (is it temporary, permanent or a variation)?
Knowing the right questions to ask is just one area that separates us in the marketplace.
We would greatly value the opportunity to work with and help you. Please feel free to call or email for a consultation.
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