LIFE INSURANCE REVIEW & ANALYSIS
Most people accumulate insurance policies over time as circumstances arise satisfying disparate needs with multiple vendors. We will analyze your existing portfolio of insurance and make recommendations to modify and coordinate your policies and vendors to meet your current needs.
LIFE INSURANCE COVERAGE
We monitor your insurance on an ongoing basis to ensure your policies are current and relevant to your needs.
ASSET PROTECTION
Significant wealth may require custom asset protection strategies, we can help with that.
RISK ANALYSIS
In our planning we will identify significant risks to your wealth, recommend the steps to mitigate these risks, and determine whether insurance or a restructuring of holdings may reduce your exposure.
HOW AN IRREVOCABLE TRUST CAN PROTECT ASSETS
- Life insurance review/analysis/placement
- Life insurance coverage summary
- Private placement insurance
- Exposure evaluation
- Customized asset protection program
- Medical concierge services
- Offshore trust planning
PRIVATE PLACEMENT INSURANCE
Private placement insurance offers the greatest customization possible in policy and investment options. We have the experience to help you navigate a implement a policy.
