Client Case Studies
Behind every policy is a great relationship
Explore case studies and learn how we are helping affluent families and institutions protect, transfer, and accumulate wealth.
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Who We Serve
Behind every policy is a great relationship
Life Insurance Plan
Employee & Director life insurance plan to fund long-term incentive plans
Long-Term Care
Innovative company-paid benefit plan to insure the lifetime risk of long-term care
Key Person Insurance
Private Equity firm insures key people within its portfolio of companies