Our insurance consulting specialists help you take the utmost control over your insurance plans.
We’re here to add value to your situation.
Our firm specializes in providing life and disability insurance consulting services. This includes conducting life and disability insurance audits in both personal and business situations, to determine their adequacy, sustainability and enhance value when appropriate.
Additionally, we offer supplemental retirement planning strategies for successful individuals, using current generation accumulation insurance products to provide the client with maximum value and tax efficiencies.
BUSINESS PROFESSIONALS
Restructure business continuity plan, business wealth accumulation plus retirement strategies.
Shape your business’ future in a post-pandemic world.
INDIVIDUALS
Lock in guaranteed tax-free income for the rest of your life while also providing additional benefits.
Explore our post-COVID financial planning strategies!
BANKS
Mitigate risk and supplemental executive retirement benefits by conducting an audit.
COVID pandemic giving you a reason to rethink strategies? We’re here to help!
Individuals
We’re offering post-COVID financial planning strategies!
Has the pandemic changed your opinion about your future financial plans? Would you like less risk while still having upside potential?
Lock in guaranteed tax-free income for the rest of your life while also providing additional benefits.
Business Professionals
Look at it this way: Would you rather have a doctor tell you you’re fine by looking at you or actually run tests to find out you have cancer before it’s too late?
Restructure your business continuity plan plus wealth accumulation and retirement strategies. Provide updated tax-efficient business continued wealth accumulating retirement strategy… with no downside risk!
Has COVID changed things about your business’ future business and financial plan? We offer post-pandemic centered strategies!
Banks
Rethink existing executive compensation strategies in a post-pandemic world.
Are dwindling interest rates and market volatility putting your executive supplemental retirement benefits at risk?
A plan audit could help you identify and measure those risks and offer and offer solutions and options to mitigate risk and secure your benefits.
News & Updates
Planning For Retirement – 4 Things to Consider
We have several different options to choose from, and we will walk you through why one may be better than the other, or better than your existing plan.
Term Life Insurance? Whole Life Insurance? What’s the difference? What You Need To Know
Life insurance can be a complicated landscape with so many things that seem similar but are actually deeply different. Today, lets look at whole vs term life insurance, what they offer and how they differ.
Key Man Insurance – What? Who? How? What You Need to Know
Today on the blog, we wanted to just take a high level look at what’s known as “Key Man” or “Key Person” Life Insurance.