Suite of Services

• Review existing coverage and pricing, discuss areas for improvement and implement changes, if appropriate

• Product pricing comparison, stress tests, and design

• Carrier negotiations, offer and retention management

• Funding design, estate plan integration, tax and cash flow considerations

• On-demand access to policy values

• Policy performance tracking making sure policy is performing as expected

• Premium notices, contract alerts, and carrier rating changes

• Simplified policy reporting aggregating multiple policies into one system

• Create viable multi-generational wealth transfer plans

• Pursue continuity of lifestyle and wealth goals for heirs

• Identify and communicate opportunities for tax-efficient distributions from flow through entities

• Provide individualized education to family members on wealth strategies and policies

• Estate tax evaluation and plan design

• Develop and implement your family gifting strategies

• Strategic philanthropic planning

• Living and irrevocable trusts

• Incapacity planning and exceptional risk disability underwriting

• Family limited partnerships

• Premium and Private financing for large case, asset transfer, and gifting strategies

• Key-man insurance and business succession planning

• Captives

• Private placement variable universal life and annuity

• Asset protection planning

• Multi-life