Wealth and Business Protection


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