We have insurance services customized for your unique needs and preferences

Customized asset-protection plans

For High Net Worth and Ultra High Net Worth men and women:

A variety of legal and financial tools are available to protect your assets from creditors, as well as from politicized government and financial institutions. These are commonly referred to as “Infinite Banking,” “Private Banking,” and other terms. They can utilize life insurance, annuities, and more complex structures such as Private Placement Life Insurance, LLC’s, and Captive insurance companies. Deposits from $100,000 to $100,000,000+ can be accommodated. International clients can be serviced.

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We’re interested in discussing your unique situation.

The right way – and wrong way – to structure life insurance in your estate.

Life insurance with “living benefits, chronic illness, and long term care protection

 How can I use life insurance to preserve the assets of my estate?

How could life insurance give me coverage for long-term care expenses?

Should I convert my term life insurance into a permanent policy? Why, or why not?

How does universal life insurance work, and why would I want it?

How to talk about money in a family.

Indexed universal Life Insurance: Is it right for me?

Whole Life Insurance, Part 1: How does it work?