What sets us apart from the traditional insurance agency is that we are highly educated about life insurance matters and appropriate tax law creating the ability to work for clients in tandem with estate planning professionals, tax attorneys, CPAs, registered investment advisors, wealth managers and bank trust officers in order to provide a “team” consensus on maximizing the service provided to the client.

Our Brands:

MyLifeAuditComprehensive Life Insurance Review
Philanthropic Consulting and Solutions
LifeAuditConnectConnecting Professionals with Professionals