Strategies
Personal Market
Estate Planning/Wealth Transfer
- Estate Tax Calculations, ILIT Planning
- Premium Financing
- GST & Dynasty Trust Planning
- Charitable Giving, CRT and NIMCRUT's
- Multi-Generational Life Insurance Planning
- Insurance & Annuity Policy Reviews
Retirement Income Alternatives
- Tax Free Retirement Income Through Max Funded Permanent Life Insurance
- Private Placement Life Insurance and Annuities
- Guaranteed Retirement Income Utilizing Annuity Strategies
- Pension Maximization Through Life Insurance
- Retirement Income Cash-Flow Analysis
- Long Term Care Alternatives
- Disability Insurance Planning
Business Market
Business Continuation & Executive Benefits Planning
- Customized Business Valuations
- Buy/Sell & Key Man Design/Funding
- Split Dollar, Both Loan & Economic Benefit Approach
- Business Succession Planning
- Deferred Compensation Planning Utilizing COLI, SERPS, 401(k) Overlay
- Executive Bonus & Key Employee Compensation Planning
- Group Insurance Benefits
Insurance and Annuity Carriers We Offer
