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Our life insurance proposition is a simple one - to offer thorough and cost-effective life insurance solutions. As an independent resource, we can bring a variety of carrier components as part of a given set of recommendations.
Our life insurance specialty areas include:
• Life insurance consulting, analysis, and implementation for individuals and families
• Business succession and executive benefits funding for closely held business owners
• Wealth transfer strategies to minimize estate and gift taxes
• Education, assessment, and restructure of existing life insurance portfolios
• Access to impaired-risk life insurance underwriting markets
In striving to accomplish these multi-faceted goals, our methods of data collection, presentation, and follow-through are designed to make the experience for the client an extremely positive one.
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