Are you benefiting from everything life insurance has to offer?
You have enough to cover your family’s financial needs if anything were to happen. That means you don’t need life insurance, right? You may be surprised.
There are more benefits to life insurance than income protection. It can also act as an alternative asset class — delivering good rates of return. As well, life insurance is an important tool designed to provide liquidity to help offset estate tax liability. It’s no wonder more and more affluent people are using it as a component of their wealth transfer plan.
We’ll work with you to identify how you can benefit from life insurance as a means of wealth preservation.
Unmatched Expertise
You have unique needs that can’t be satisfied by off-the-shelf products. You need a highly customized solution that can only be provided by a partner that understands the challenges you face.
With decades of experience advising affluent clients, we have a deep understanding of your objectives and can work with you to reach them with tailored coverage.
Tailored Solutions
- Complimentary Audit and Analysis of existing coverage
- Term Insurance
- Permanent Insurance (Whole Life / Universal Life)
- Life Settlements
- Private Placement
- Premium Finance
- Annuities
- Policy Audit and Analysis
- Fiduciary Compliance
