Related Professionals
Attorneys, Accountants, Trust Officers
We can facilitate a needs analysis to determine the correct amount, type, plan design and funding options for your clients' needs. We can also do a review and audit of any existing coverages to be sure they are performing as expected. With recent changes in mortality costs, sustained low interest rates, and hybrid long term care-life plans, many times coverage can be improved for your clients.
Please contact us --- so that we can discuss next steps.
Property Casualty and Benefits Agents
You are addressing the liability and property risk coverages and needs of your high-net-worth and business owners clients.
We can supplement your area of expertise by working together with you to both educate and inform your clients about the risks that can be addressed by implementing a properly designed plan addressing mortality and longevity risk. If desired and appropriate, we can work jointly in these situations or you can make the handoff to us with confidence that your client realtionship will be improved as the result of working with us.
Please contact us.
Financial Advisors - Insurance Agents
In our profession we have many "hats" to wear making it challenging to be all things to all people. The nuances in both design and issuance of large life insurance policies require a certain level of expertise to be done right for your high-net-worth and business-owner clients.
We welcome the opportunity to discuss how we may be able to work together either on a joint basis or through referals.
Please contact us.