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Our relationship with dozens of insurance companies ensures our clients have access to the most cost-effective and appropriate products to meet their current and future planning goals.
MCo. Case Studies
Explore Client Success Stories. We help our clients navigate the complexities of life insurance while achieving superior results.
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Life Insurance Policy Review
Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
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Life Insurance Premium Financing
Life Insurance Premium Financing helps high net worth families secure large life insurance policies. Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
Trust Owned Life Insurance
Life Insurance Premium Financing helps high net worth families secure large life insurance policies. Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
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FEATURED BLOG POSTS
Guidelines for Transferring Business Owned Life Insurance
There are several reasons a business may want to transfer ownership of a corporate-owned life insurance policy to an individual. Perhaps a business...
Why Convertible Term Life Insurance Matters And What You Need to Know About It!
Converting a term life insurance policy can be a valuable benefit. However, it is often overlooked. Most term life insurance policies include a f...
What is a Life Insurance Retirement Plan (LIRP) and How Does it Work?
A life insurance retirement plan or LIRP is a tax-efficient way for individuals to save for retirement by providing benefits you can enjoy during y...
Buy Sell Agreements for Closely Held and Family Business Owners
Buy Sell Agreements for closely held and family business owners is a legal document that establishes a market for your business in the event of a ...
Ultimate Guide to Buy Sell Agreements with Life Insurance
A properly executed and funded buy-sell agreement with life and disability insurance can provide stabilization and continuity of a closely held bus...
[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%
A Restricted Property Trust provides business owners and/or key executives with tax-favored, long-term cash accumulation and income distribution. A...
Irrevocable Life Insurance Trust (ILIT) for Estate Planning
Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to pay estate taxes. If you want to re...
The Ultimate Guide to Indexed Universal Life Insurance
Indexed Universal Life Insurance (IUL) offers a unique alternative to more traditional permanent life insurance policies. While Indexed Universal L...
A Guide to Understanding Indexed Universal Life Insurance (IUL)
Indexed Universal Life Insurance is a type of universal life insurance offering permanent protection. There are three different types of universal ...