Insurance

Providing comprehensive risk management strategies to protect you and your family in times of change.

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Providing comprehensive risk management strategies that allow clients to feel secure about their future and their legacy is our highest priority. Below are the areas we focus on as part of our insurance services to clients and partner brokers.

Comprehensive Insurance Planning Solutions

Family protection, wealth preservation, and tax efficient wealth transfer strategies need to be customized and expertly managed over time. Our expertise in the design, placement, and management of insurance strategies for high-net-worth, ultra-high-net-worth, and cross-border clients allows us to successfully navigate these challenging issues and provide personalized solutions.

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Life Insurance Advisory Services

We educate to empower informed decisions and guide you through policy selection, underwriting, and placement. We’ll continue to service and monitor to ensure policy parameters continue to meet all established planning objectives.

  • Intergenerational wealth transfer & estate planning strategies
  • U.S. based life insurance solutions for foreign nationals and foreign residents
  • Privately financed life insurance
  • Executive retention tools and deferred compensation strategies
  • Business succession, buy-out and buy-sell funding
  • Income indemnification and debt mitigation strategies
  • Tax efficient charitable giving strategies

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Disability Insurance Advisory Services

  • High limit individual income protection
  • Disability buy-out
  • Key person disability protection
  • Business overhead expense protection
  • Disability buy-sell funding

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Long Term Care Advisory Services

  • Traditional stand-alone long-term care
  • Linked-Benefit / Hybrid LTC
  • Life insurance with integrated long-term care or chronic illness benefits

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Working With Financial Planners & Estate Planners

We work with financial planners and other advisors who have high-net worth clients in need of sophisticated insurance solutions. Our expertise is provided to your clients that are U.S. citizens or foreign nationals living outside the U.S.

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