Protect What Matters
Objective Guidance | From Industry Professionals | At No Extra Cost | With Full-Cycle Support
Equipped with the most up-to-date and comprehensive knowledge of the strategies and products use to manage risk today, our team of experienced professionals serves as your personal guide in designing, implementing, and helping you manage a protection plan customized to your specific needs.
Our guidance is objective and comes at no extra cost to you. We help you shop the marketplace for the most suitable products and strategies available today.
Insurance and Annuities play a defensive as well as offensive role in your portfolio. We can help you find balance.
PROTECT AGAINST
THE UNKNOWN
Protect against the unknown with customized life, disability, and long-term care insurance strategies.
TRANSFER WEALTH
EFFICIENTLY
Wealth Transfer Strategies for passing down wealth in an efficient way.
OPTIMIZE YOUR
PORTFOLIO
Helping you optimize your portfolio to match changes in your life-cycle and the insurance/annuity product landscape.
PROTECT YOUR
ASSETS
Asset Protection Strategies that help shield personal assets from creditors and litigation.
MITIGATE
TAXATION
Tax Efficient Investment Strategies utilizing life insurance structures that lever section 7702 of the US Tax Code.
MANAGE
INVESTMENT RISK
Investment Risk Mitigation through income guarantee and variable annuities with downside protection.
All guarantees are based on the claims-paying ability of the issuing life insurance company.
We help you identify and quantify the risks you want to insure against, evaluate strategies, and offer full-cycle support.
I) PORTFOLIO REVIEWS
& NEEDS ANALYSIS
Together, we determine and quantify the risks you want to mitigate and benchmark current strategies against alternatives.
II) STRATEGY GUIDANCE
& CONSULTATION
We help you select strategies and products that best address your goals. Our ability to shop the marketplace helps to ensure you get the best fit for what you need.
III) PROCUREMENT &
PLACEMENT
Once you have made a decision, we help with all the paperwork. Enjoy full-cycle support from application, through underwriting and to final delivery.
IV) ONGOING
MAINTENANCE
Outfitting you with the most appropriate protection plan is the starting point of a longer relationship. We conduct ongoing reviews with you to help ensure your strategy is still optimal.
Let’s Connect One-on-One.
Let’s start the conversation. We invest time with each prospective new client to explore need and mutual fit.