Amplified Estate Strategies
Partner with Us
Table of Benefits
Comprehensvie Planning
Many clients have achieved remarkable financial success. Often this leads to the client not comprehensively evaluating and optimizing for overall planning beyond financial advisors, CPAs, and lawyers. Our services sit at the nexus of these other advisors to ensure the clients estate is better protected with greater amplification opporutnity.
Refreshingly Innovative
Our services are differentiated in the market, with only a handful of authorized representatives in the United States. More often than not, clients have never been exposed to our strategies because they are reserved for the most elite of clients and advisors.
Exclusive Access
Partner with the only firm in the country authorized to offer this unique life insurance strategy, providing you with unparalleled solutions not available elsewhere.
Collateralized Premiums
Most clients can leverage collateral from their existing investment accounts to fund the life insurance premiums, optimizing liquidity without using personal cash flow.
Significant Coverage Potential
Secure up to $250 million in permanent life insurance coverage, often funded by the clients balance sheet, providing substantial protection for the client's wealth.
Preserve Gifting Capacity
Our strategy likely has no negative impact on the client's lifetime gifting capacity, allowing them to continue making gifts without insurance premiums or interest expense erroding that allowance.
Client First
For over 30 years, since 1990's our practice has put client interest above all. This 'client-centric' approach involves deeply rooted relationships, trust, and transparency.
Banking Expertise
Many of our strategies utilize intelligent leverage, due to this we have very strong relationships with banking partners to help facilitate optimal results and simplified execution.
Filling The Gaps
Many clients have areas of extreme sophistication, but may be missing key advisors in their overall planning. Our rich network of professional advisors, insurance carriers, and trusted partners helps us fill the gaps.
Estate and Business Planning
Through our diligent approach to client planning, we also future-cast potential risks and opportunities on the planning side to help overall estate and business growth and protection.
Risk Managment
Risk analysis and client growth go hand-in-hand, our practice recognizes that by offering comprehensive risk management strategies across, life, business, and lesiure.
Complimentary Reviews
Our firm offers complimentary reviews of existing life insurance strategies, financed or equity funded.
