Services

Whole Life, IUL's, Convertible Terms, Living Benefits, Term, Mortgage Protection, and Final Expense

 The more knowledge the family has the less out of pocket money they will have to pay for college. 

There is money available for all families regardless of your income or assets levels. Parents must know their options in order to pay less for college. 

We will make families aware of the many different strategies that could help the reduce the out of pocket expense of a college education by helping them pay for college with potential tax deductible or tax free dollars. 

 Estate planning isn't just for the wealthy; it's essential for anyone who wishes to leave a financial legacy, safeguard assets, or dictate how they should be distributed upon their passing. However, certain individuals might particularly benefit from advanced estate planning strategies.  

 Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. 

 Business Planning Through Leverage Planning Solutions
When it comes to strategic business planning, Leveraged Planning solutions offer unparalleled advantages. From buy-sell agreements and key person insurance to Corporate-Owned Life Insurance (COLI), our Leveraged Planning solutions equip you with the resources to implement and fund a wide array of business-critical initiatives. 

 Understanding tax strategies and managing your tax bill should be part of any sound financial approach. 

Some taxes can be deferred, and others can be managed through tax-efficient investing. 

With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. 

 Both trusts and wills offer peace of mind by ensuring your legacy is handled according to your preferences, and they help protect your loved ones from unnecessary legal complications. 

 Leveraged Planning Solutions enable businesses and individuals to implement insurance and annuity backed financial strategies to achieve a broad range of goals - from buy/sell funding to estate planning.

Leveraged Planning programs are ideally suited to provide you with a powerful combination of stability, selectivity, cost effectiveness and tax efficiency. 

Leveraged Planning Solutions – financial planning strategies that use the power of leverage to dramatically magnify our client’s buying power when funding life insurance and annuity policies.

 We provide our clients with capital solutions across a broad spectrum of asset classes.

Will provide senior secured financing options for small to mid-size companies in all sectors ranging from $500,000 to $500,000,000. These include real estate, technology, energy, sustainable real assets, finance, healthcare, media & communications and other asset based transactions.