Insurance Planning

We will design customized strategies using a variety of insurance products so that your estate and charitable giving objectives are addressed.

We also specialize in acquiring life insurance protection for clients between the ages of 55-90, reasonably priced insurance for clients with challenging health needs, and have designed a variety of tax-efficient insurance strategies for high net-worth individuals and families who need estate liquidity.

As leaders and innovators in this industry, we have spoken and lectured on the international stage, and are members of the leading industry associations.