Wealth enhancement & transfer
Preserve and transfer assets with advanced planning techniques. Our strategies include estate planning, Individual Tax Minimization strategies, Private Placement Life Insurance, GRATs, ILITs, IDGTs, and more to support financial advisors in delivering the best financial advice to clients.
Asset protection & life insurance planning
Protect client wealth using risk management and asset protection. Through solutions like Captive Insurance, buy-sell arrangements, Key Person Insurance, executive bonuses and split dollar strategies, advisors can shield assets and support clients' long-term goals. Our expertise also includes nonqualified deferred compensation plans for retirement advisors.
Premium financing arrangements
Utilize premium financing to fund life insurance for estate planning and business continuity without the need to liquidate assets, helping financial advisors provide optimized financial strategies.
Executive Benefits Planning
Help employers attract and retain top talent with advanced executive benefits planning that goes beyond a traditional salary and bonus package, including compensation, supplemental retirement savings, life, disability, key-person and LTC insurance and non-qualified retirement plans.
Retirement Planning
We provide strategies to help preserve and grow retirement assets. This includes qualified retirement plans, IRAs, ESOPs / KSOPs and non-qualified plans such as Supplemental Executive Retirement Planning (SERP), 401k look-a-like plans, golden handcuffs and more.
Business Continuity Planning
Safeguard clients' business value with business continuity planning. Our succession planning and exit planning techniques empower financial advisors to help clients manage their transitions smoothly, preserving wealth for future generations.
Charitable Planning
Leave a legacy with advanced charitable planning options, including Charitable Remainder Trusts, Charitable Lead Trusts and Wealth Replacement Trusts. These solutions help financial consultants offer tax-efficient wealth transfer options aligned with client’s philanthropic goals.
Our advanced planning services team is your partner for delivering specialized, high-impact financial consulting advice tailored to your clients’ diverse wealth goals.
