We Work With & Benefit…

• Affluent Seniors
  • Wealth Preservation
  • Premium Financing
• Financial Advisors  – High value life insurance as part of a broader financial planning strategy may be a prudent business decision, but nonetheless a significant step for the policyholder. The individual will want to know that they can trust their financial advisor to recommend actions to meeting their changing needs.
• Attorneys - Because premium-financed life insurance policies offer the client a new estate planning tool, attorneys involved in this area of practice should become familiar with the range of options available to meet their client’s changing needs.
• CPA’s  – The growing estate planning marketplace is a new frontier for CPAs who serve both affluent seniors as well as corporate clients.  In addition, many CPAs serve as advisors to charitable organizations that accept donated life insurance policies. Thus, it is important that CPAs have an understanding of the product and its applications in each of these situations.
• Life Insurance Professionals