Insurance solutions, simplified.

Efficient. Customized. Flexible.

Deliver the right solution for the right case—every time. Through our team’s robust industry experience and objective product knowledge, we are able to manage your ongoing case design needs with the latest planning and funding techniques.

From scaling to meet increased demand or changes in staff to introducing life insurance as a new line of service, our team is available to offer case design support when you need it most, including:

• Illustration & Product Comparisons: Our team is adept with compliance, policy, and procedures when illustrating and presenting variable universal life products.
• Policy Reviews/Audits: Review of policy performance, varying crediting rates, dividend scales, index account/rates of return scenarios, premium funding and carrier due diligence.

Complicated cases just got a whole lot easier.

Through our advanced case design offerings, we will enable you to turn complicated cases into significant planning opportunities, including:

• Financial Modeling
  • Income and Estate Tax Projections
  • Cash Flow Projections
  • Executive Benefit Plan Liabilities
• Life Insurance Plan Designs
  • Split Dollar
  • Premium Financing
  • Private Loan Arrangements
  • Deferred Compensation/SERP Plans
• Business Succession Planning
• Estate Tax Planning
• Executive Retention & Planning
• Tax Research (Advanced Planning)
• Legal Review – Business/Estate Planning Documents