Resource details (for Advisor Resource Sponsors)
We pride ourselves on education and unique access.
We are insurance company neutral; licensed in every state; have several thousand families and businesses as clients coast to coast and collaborate with their existing advisors.
Our process delivers the most cost-effective and appropriate insurance programs with the highest quality companies.
I have bullet points below which may be most relevant….
• Life, Disability & Long Term Care Insurance Design & Underwriting
Life settlements
• Buy-Sell Agreement Funding with Insurance
• Key-Person Funding with Insurance
• Business Succession Planning
• Estate Tax Planning with Insurance
• Non-Qualified Plans
• Executive & Employee Voluntary Benefit Programs
