Wealth and Business Protection

TRADITIONAL LIFE INSURANCE

We design, underwrite, acquire, and service life insurance products for our clients through multiple life insurance carriers.

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Our clients use life insurance to:

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• 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