Depending on your life stage, you may still have a large percentage of your wealth in your business. We design life and disability insurance coverages with time horizons that align with your liquidity plans.

We help entrepreneurs place life and disability insurance on themselves and/or their key employees. We structure the coverage to minimize the financial impact and use flexible products to align with your time horizon.

You may participant in activities that put you at risk. We provide Accidental Death & Dismemberment coverage for many activities such as race car driving, piloting, scuba diving, and climbing.

You are not alone. Many of our clients don’t think about the impact of taxes and other estate costs in the event of death. We protect the value of illiquid assets to allow your heirs to keep your most valuable assets in place.

We structure institutional insurance products to help you minimize the administrative costs and burdens to achieve tax deferral. You can stay in control of the assets while deferring taxes.

In a buy-sell plan, one party agrees to sell and the other agrees to buy a business interest as the result of a triggering event. We insure and fund these events.