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  • Home
  • About Us
    • Overview
    • Mission and Vision Statement
    • Core Beliefs
    • Our Team
    • Affiliations
  • Our Products
  • Our Services
    • Insurance Planning
    • Life Insurance Reviews / My Life Audit
    • Annuity Audit/Annuties
    • Estate Planning
    • Philanthropic Planning / My Life Giving
    • Practice Enhancement
    • Insurance Forensics
    • Worksite Benefits
    • Executive Benefits
  • Newsletter/Resources
    • Professional Advisor Update
    • Life Insurance Matters
    • Resource Library
  • Media
    • Media
    • Events
  • Contact Us
  • Home
  • About Us
    • Overview
    • Mission and Vision Statement
    • Core Beliefs
    • Our Team
    • Affiliations
  • Our Products
  • Our Services
    • Insurance Planning
    • Life Insurance Reviews / My Life Audit
    • Annuity Audit/Annuties
    • Estate Planning
    • Philanthropic Planning / My Life Giving
    • Practice Enhancement
    • Insurance Forensics
    • Worksite Benefits
    • Executive Benefits
  • Newsletter/Resources
    • Professional Advisor Update
    • Life Insurance Matters
    • Resource Library
  • Media
    • Media
    • Events
  • Contact Us
  • Home
  • About Us
    • Overview
    • Mission and Vision Statement
    • Core Beliefs
    • Our Team
    • Affiliations
  • Our Products
  • Our Services
    • Insurance Planning
    • Life Insurance Reviews / My Life Audit
    • Annuity Audit/Annuties
    • Estate Planning
    • Philanthropic Planning / My Life Giving
    • Practice Enhancement
    • Insurance Forensics
    • Worksite Benefits
    • Executive Benefits
  • Newsletter/Resources
    • Professional Advisor Update
    • News
    • Life Insurance Matters
    • Resource Library
  • Media
    • Media
    • Events
  • Contact Us

Estate Planning

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.

In the Media

  • Thought Leader Series #6 June 16, 2016
  • ACTEC Annual Meeting March 18, 2016
View All Media

We are proud to be partners with the largest privately held insurance brokerage in the country:
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Life Audit Professionals, LLC and Spearhead Capital, LLC, are not affliated by ownership. Securities offered through Spearhead Capital, LLC, Member FINRA/SIPC. 12012 South Shore Blvd, Suite 207, Wellington, FL 33414. 561-801-7302.

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