Affluent Individuals & Families

Insurance policies designed to protect generational wealth

Innovative insurance designed for affluent individuals and families

Legacy
Planning

Life insurance and other tax-advantaged vehicles play vital roles in sustaining the legacies created by today’s affluent families. Protect your wealth and legacy with life insurance.

Income
Protection

Your ability to earn a sizable income is your biggest asset. Traditional company-paid disability plans are often unable to meet the income replacement needs of higher incomes in the event of a disability.

Tax-Efficient
Investing

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.

Long-Term
Care

We structure coverage to provide tax-free long-term care protection and a death benefit to your family. Reposition some assets for tax-efficient growth versus self-insuring your long-term care liabilities.

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Coverage Amounts

Life insurance death benefit and disability amounts from $500,000 to $100,000,000+.

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Tax Deferral

Keep in control of the assets while deferring taxes on alternative and traditional asset classes that otherwise produce high annual taxation.

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Speed

Get a quote and preliminary analysis within 3 to 5 business days.

We use an integrated approach to insurance placement and funding. Using proprietary solutions and delivering objective recommendations based on nearly five decades of experience.

Insurance planning to protect generational wealth.

We use proprietary products and analysis to give you the results you deserve.

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