Wealth Managers

Many (even most) clients will have coverages they have accumulated over time with you or other advisors, through their employer, or organizations they are members of. Often these represent a haphazard smattering of policies that do not benefit from a global perspective on their planning utility. Further, may also included non-guaranteed elements that may or may not have performed up to expectation. Just as investment portfolios should be continuously monitored, managed, and measured against the planning objectives; so too should clients’ insurance portfolios. We offer a comprehensive insurance review process, and can assist in navigating the inforce illustration process with current carriers – providing you and your client clarity as to what they own, identify any potential issues, and provide a market perspective on this economics to detect any opportunities for achievable price efficiencies.

Advanced Markets is a broad term that encompasses a large host of client-specific planning realms that require specific expertise to effectively navigate. Our team brings together credentialed professionals with backgrounds in Estate Planning, Business Succession and Key Person, Executive Retention and Benefits, Split Dollar and Premium Financed Life Insurance Designs, High-Limit and complex Disability Income Insurance Situations, and many more areas outside of the typical realm of the client planning sphere. We are able to selectively deploy these resources in support of your mission to identify and execute on the planning needs of your client.