Wealth and Business Protection
TRADITIONAL LIFE INSURANCE
We design, underwrite, acquire, and service life insurance products for our clients through multiple life insurance carriers.
Our clients use life insurance to:
-
Fund estate liabilities
-
Provide liquidity for inheritance and charitable bequests
-
Tax-efficient asset to enhance short-term and long-term earnings
-
Insure owners and key executives to fund corporate liabilities
-
Maximize Funding of policy for tax-free retirement income streams
-
Use death benefits for tax-free long-term care and/or critical illness