We provide complete back room support for agents and advisors serving the affluent and corporate markets.

Affluent and Estate Planning Markets

• Advanced estate planning concepts including GRATs, private split dollar, and private financing
• Asset allocation and ROI-driven life policy design
• Premium Financing
• Objective analysis and review of inforce policies

Corporate Markets

• Business continuation planning
• Buy-sell agreements
• Executive compensation and SERPs
• Key person risk assessments
• Niche products to cover life contingencies, contractual obligations, and high limit disability