Insurance coverages and tax-deferred alternative investments
Innovative insurance coverage to meet your unique liquidity needs.
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.
Life insurance death benefit and disability amounts from $500,000 to $100,000,000+.
Properly designed insurance is appropriate to allocate some of your fixed income and/or alternative investment allocation to reduce taxes.
Get a quote and preliminary analysis within 3 to 5 business days.