We work in collaboration with estate planning attorneys, CPAs, wealth advisors and charities to confirm that your clients’ life insurance portfolio matches their estate planning goals.
We understand our role at the planning table. We will support you and your clients with life insurance and related products. We will ensure that your clients life insurance:
- Provides peace of mind and financial security
- Minimizes or eliminates estate taxes
- Provides asset protection
- Ensures that assets are going to be distributed to the proper heirs or charities upon death in the proper format
We realize there are life changes such as health, wealth, divorce and other life events. As a result, we encourage you to work with us to conduct periodic reviews of life insurance to ensure it’s consistent with the estate plan.
In this ever changing world we encourage you to reach out to your clients.