Wealth Transfer
Tax-Efficient Wealth Guidance
You’ve worked hard to build your wealth—now it’s time to ensure it benefits the people and causes you care about most. Our tailored wealth transfer strategies are designed to be both tax-efficient and adaptable, evolving as your goals and needs change.
With expert guidance every step of the way, we help you navigate the complexities that wealth creates so your legacy continues to thrive for generations.
Wealth Transfer
Tax-Efficient Wealth Guidance
You’ve worked hard to build your wealth—now it’s time to ensure it benefits the people and causes you care about most. Our tailored wealth transfer strategies are designed to be both tax-efficient and adaptable, evolving as your goals and needs change.
With expert guidance every step of the way, we help you navigate the complexities that wealth creates so your legacy continues to thrive for generations.
How We Help
Smarter Wealth Transfer, Greater Impact
Why Life Insurance?
A Powerful
Tax-Advantaged Tool
Life insurance is a powerful asset in our clients’ financial portfolios. When strategically structured and owned, it becomes a dynamic tool for wealth transfer, providing lasting benefits for your heirs.
Here’s how life insurance can work for you:
Why Choose Premium Financed Life Insurance?
Working with some of the largest banking institutions in the country, we consistently utilize borrowing power at competitive rates for funding large policies.
As experts in premium financed life insurance, we give clients the option for alternative funding mechanisms which can fuel policy growth with minimal out-of-pocket costs, improving the probability of your policy’s Internal Rate of Return (IRR).
Our Trusted Affiliation
Kuorum Partners provides us with strong premium financing bank relationships, direct access to industry-leading and Fortune 500 carriers, and ongoing collaboration with top market experts.
Policy Audits and restructuring
Many of our clients have purchased large amounts of life insurance without first establishing the need for such coverage. We often see that these policies are inadequate, inefficiently owned, improperly funded and underserve the clients ultimate needs.
We specialize in reviewing client’s existing insurance portfolios, and bring creative strategies to improve their overall position by utilizing 1035 tax free exchanges.
Proactive Management
