What are my next steps?

The first step is to CONTACT US.

Our team of professionals work with you to design the right plan and to help you manage it effectively going forward. Large life insurance policies require monitoring on an ongoing basis.

If you are purchasing a small life insurance policy, it may not be really important where or from whom you buy it.

However, for large life policies, we might be the better choice - experienced advisors, quality companies, innovative plan design and concierge service.

Collective experience in several professional disciplines helps us provide a sophisticated, comprehensive approach to designing customized large life insurance policies properly integrated into your financial plan:

  • Estate/wealth planning
  • Business cussession planning
  • Special needs planning
  • Private placement selections
  • Premium funding strategies
  • Foreign national coverage
  • Charitable planning
  • Ultra high net worth planning

We provide concierge-like service to design customized strategies by providing:

  • Advanced case design and support
  • Multi-carrier, non-biased product selection and design
  • Extensive tools to accurately assess needs and goals
  • Professional underwriting team to obtain the best rate classification
  • Review and audit of existing policies
  • Coordination with your current planning team

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