We are dedicated to continuing education on insurance and estate planning products, strategies, trends and advanced techniques. We also provide insurance seminars for leading law firms, CPA firms, business management firms, and other financial advisors in the high-net-worth strategic planning community. Additionally, our professionals actively participate in the development of insurance legislative and regulatory issues that may affect and/or benefit our clients and their advisors.
Services
We are dedicated to continuing education on insurance and estate planning products, strategies, trends and advanced techniques. We also provide insurance seminars for leading law, CPA, business management and other financial advisory firms.
LIFE INSURANCE
An essential element of your financial plan, your life insurance, offers benefits that other asset’s don’t.
BUSINESS INSURANCE & ESTATE PLANNING
Strategies, services and products custom tailored to your personal estate planning requirements.
DISABILITY INSURANCE
Often called DI, disability income insurance, insures the beneficiary’s earned income against the risk that a disability creates a barrier for a worker to complete the core functions of their work.
