Advanced Planning Strategies
Our clients also have access to a combination of several professionals and firms with extensive insurance, investment, financial, legal, taxation and business experiences along with their vast intellectual capital. We offer advanced concepts in all aspects of life insurance applications and advanced planning techniques with the intention to minimize the eroding effects of taxes where ever possible. Our non-qualified plan designs are created and implemented by insurance and benefits specialists that will address the following areas of planning:
- Risk Management
- Asset Protection Strategies and Preservation
- Wealth Transfer Solutions
- Trust Solutions
- Gifting Strategies
- Charitable Planning
- Asset Repositioning
- Premium Financing*
- Split Dollar Strategies
- Trusts, LLC’s and Donor Advised Funds
- Business Protection/Non-qualified Deferred Compensation
- Buy/Sell and Buyout Agreements
*Premium financing may be available to clients qualified by an appropriate lender. Please read the important premium financing disclosure available from your advisor.Premium Financing may not be suitable for all investors. Investing involves risk including loss of principal. Premium financing involves various risks include; renewal risk, variable interest rates, loan refinancing, owing more than the policy is worth.
Do you want to ease the pain of paying premiums? We have practical solutions. For people who don’t want to liquidate other assets to pay for life insurance, we have several creative ways to pay premiums, including but not limited to borrowing funds from a third party to cover the cost of a policy and paying it back in installments.
We will work with you. We are all about expertise, simplicity and service, all in one tailored plan. With decades of life insurance advanced planning experience, we can help you create, as well as implement your planning strategies.
Contact us today.