Concierge insurance brokerage and consulting

services for estate and business planning

You will receive high-end, personalized expert assistance in meeting all your insurance needs related to estate preservation, estate equalization, business planning, legacy planning, and charitable giving.

DETAILS:

  • Life insurance brokerage services provided by underwriting experts.
  • Virtually any medical or lifestyle underwriting challenge can be insured.
  • Policy benefits can range well over $100 million.
  • Advanced underwriters, financial planners, accountants, and attorneys available to consult with your professional advisors on policy design, at no charge.
  • Expert assistance with premium financing, life settlements, and other complex transactions to generate policy funding.
  • Existing partnership agreements reviewed for potential liabilities, at no charge.
  • Informal business valuations conducted for approving life insurance policies to fund partnership agreements, at no charge.
  • Existing policies audited to detect potential financial and legal liabilities.
  • Policies available for citizens and residents of other countries, including those with no family, business, or financial ties to the United States.
  • Probate bonds for executors, guardians, administrators, or trustees to meet probate requirements.

Ideally suited for:

Business owners, executives, high net worth, and ultra high net worth individuals, and their advisers, including:

  • Attorneys
  • CPA firms
  • Estate planners
  • Estate planning attorneys
  • Family members assisting with estate planning
  • Merger and acquisition firms
  • Private equity firms
  • Venture capital firms
  • Wealth managers

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