We’re here to help guide successful entrepreneurs and professionals.
We pride ourselves on keeping the process simple and we focus on your goals and assure their achievement. We do this through leveraging the tremendous power of life insurance and other wealth preservation strategies while providing ongoing management of your in force policies.
Life insurance is a powerful financial instrument. It must be acquired and managed by an independent and professional firm.
Problems We Solve: Taxes and IlliquidityMLA SOLUTIONS
Tax Efficient Solution
Income Tax Free
Estate Tax Free
HIGH LIMIT DISABILITY
C-Suite Executives and Professionals
Athletes and Entertainers
Tax Deferred Growth
By leveraging the power of life insurance strategies, we can help wealthy families, high-income professionals, and closely-held businesses protect, preserve, and assure their Legacy.
Whether working directly with a family, and/or their trusted advisor, together we can plan for ideal financial outcomes.
Whether we serve as the planning quarterback directly with a client and their family, or a member of the team when working with their trusted advisor, we quickly assess the facts and align the planning with their objectives. The path to clarity shouldn’t be complex.
OUR PROCESS FOR WORKING WITH FAMILIES AND/OR THEIR ADVISORS
Life Insurance Asset Management (LIAM) Process
If life insurance is treated as an asset class, like it should, it requires active management past the initial policy sale. Our experienced team can perform a review of your existing policies, including premium funding, future value projections and carrier quality. Our process is simple, four steps to ensuring your policy is performing as planned.
Review and understand insurance portfolio
Analyze and measure life insurance assets
Adjust inforce policies and analyze alternatives
Ongoing annual review of life insurance portfolio