Insurance planning is about putting in the proper protection to ensure that your loved ones are cared for now and into the future. Proper protection means that in the event of illness, disability or premature death your family receives the means to pay off debt and continue to maintain a quality of life, and have funds to meet specific goals.
If you are an owner of a corporation, this extends to using insurance as a strategy to protect your key personnel, fund obligations in your company, and to enhance retirement and executive compensation plans.
Our access to multiple insurance carriers means that we can help you consider what types of plan and coverage in the market are the best fit for you, and we work with you closely to structure the ownership of policies so that you can mitigate risk and provide peace of mind for now and in future.
Are innovators in the advanced use of insurance products in estate tax planning for their clients…