Services

Life Insurance Consulting

Insurance consulting to CPAs, attorneys, financial institutions, family offices, etc. all over the United States
Inforce policy review and replacement analysis
Life insurance carrier financial analysis
Bank Owned Life Insurance (BOLI) performance consulting
Corporate Owned Life Insurance (COLI) performance consulting
Expert life insurance underwriting analysis and evaluation
Annuity and disability insurance services
Insurance needs assessment
Continuing education presentations for advisors
Business Succession Planning
Private Equity Key Man Life Insurance
Deferred Compensation Planning Analysis
Exit Strategies for Estate Tax Planning Life Insurance

We represent over 40 life insurance companies and over 200 products
Application and underwriting suited to clients needs
Premium finance expertise
Bank Owned Life Insurance (BOLI) expertise
Corporate Owned Life Insurance (COLI) expertise
Ongoing customer service after the sale, as client needs and policy performance changes
Assistance with claims, surrenders or 1035 exchanges
Key Man Life Insurance for Business Succession and Private Equity Transactions
Deferred Compensation Planning for Retirement and Merger & Acquisition Opportunities
Estate Tax Planning Life Insurance

Over 20 years experience
Certified Life Settlement agents
Math modeling analysis software to maximize outcome to clients
Live auction with all State approved life settlement funders, producing best possible results
Direct to funder pricing, cutting out the middleman broker, to get the most for our clients