We help families, individuals and business-owners in the following areas:
Succession planning, wealth transfer and inheritance planning.
Annuities – guaranteed income solutions.
Life insurance product selection.
Fee based insurance consulting.
I am frequently interviewed and quoted in business publications such as the Wall Street Journal, The New York Times, The Chicago Tribune and the Cato Institute on a variety of subjects, including taxation issues facing the insurance industry.
Fiduciary Standard – Client Best Interest:
The future is bright for consumers who choose to work with experienced professionals. Always putting the needs of our clients ahead of everything we do, we are fiduciaries. We counsel them about what is best for their unique needs. Newer and better solutions are constantly emerging as a result of innovation throughout the industry. For example, the ability to purchase up to $5,000,000 of competitively priced life insurance, without medical underwriting, is removing many of the obstacles for people. No exam, no doctor visit and no lab test is meaningful progress.