INSURANCE PLANNING

We provide our clients a holistic approach to insurance planning that integrates with their overall wealth management and estate planning strategies. By addressing both traditional risks and unique exposures, we help our clients develop risk management strategies to safeguard their assets, protect their legacies and achieve their long-term financial goals effectively. 

Our capabilities include: 

RISK ASSESMENT AND COVERAGE ANALYSIS

We conduct a thorough assessment of our clients' personal and financial risks and evaluate their existing insurance and annuity policies to ensure they provide adequate coverage.

LIFE INSURANCE AND ANNUITY SOLUTIONS

Through our insurance partnerships, we are able provide solutions that include: 

• Whole, Variable and Term Life Insurance 
• Fixed Index Annuities 
• Variable and Fixed Income Annuities 
• Index Linked Annuities 
• Specialized Insurance 

WEALTH TRANSFER LIQUIDITY OPTIONS

We work with our clients in developing liquidity and estate transfer strategies to address matters such as estate tax coverage and buy-sell funding.

RISK MANAGEMENT STRATEGIES 

Working hand-in-hand with our legal, tax and insurance partners, we implement risk management strategies that combine insurance solutions with asset allocation, diversification and legal structures.