We are independent life insurance agents who work with wealth advisors to help ultra wealthy individuals accomplish their goals.
Wealth Transfers
Efficiently pass wealth to the next generation.
Business transfers
Helping with tax liabilities as you transfer your business to family member.
M&A Events
Drastically reduce your tax liability during an M&A event. Ask us how.
Working with wealth advisors to help the ultra wealthy
We stay in our lane and do our one job very well: structure life policies to accomplish the goal of the client. We don’t upsell additional products, nor do we encourage certain pay plans. We do what’s best for the client.
We partner with wealth advisors who know their clients, and want to work with life agents who don’t push a specific product, but prefer to aim for a goal to achieve.
Options to solve problems
We work with many insurance companies to find the right solution for whatever you need. We help with business perpetuation, wealth transfer, estate planning, legacy creation, and other high net worth life insurance solutions using these companies:
Insurance to fit the plan
Often life agents get too caught up in making a big sale, or upselling when it’s inappropriate.
We take an approach where both the wealth advisor and the client feel good about the purpose of the policy. Then we make sure that it’s structured to deliver on that purpose.
Like baking a cake, each ingredient has it’s purpose. If someone loves chocolate, they may be tempted to dump in extra chocolate, which would unintentionally ruin the entire cake.
We follow the recipe (given to us by the wealth advisor and client), and make sure that life insurance plays it’s part instead of pushing for a higher commission.
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