Estate/Business Planning
For men and women doing estate, business, or retirement planning
High-end, personalized expert assistance in meeting all your insurance needs related to estate preservation, estate equalization, business planning, legacy planning, and charitable giving.
- 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 are conducted for approving life insurance policies to fund partnership agreements, at no charge.
- Existing policies are audited to detect potential financial and legal liabilities.
- Policies are 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 applicants who represent risks such as these:
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
