We have assembled an industry-leading team of highly qualified sales support professionals in estate and business planning to help you identify business opportunities, explore options, and tailor innovative solutions for your most challenging cases.
Let’s work together.
Our experienced team of lawyers, accounts, case designers, and marketing specialists are ready to help you close cases.Email Us
Case Design Solutions
Helping Business Owners Manage Risk
Retirement Buy-Sell plan
Corporate Split Dollar Loans to Fund Premium
Double Split Dollar
Equalizing the Estate for Heirs
Uncover your next opportunity with technical updates from our team of industry experts.
Department of Labor Info
Understanding the Income Taxation of Life Insurance
Applicable Federal Rates (AFR)
High Net Worth Foreign Nationals
Foreign Nationals Living Abroad
Foreign Citizens Living in the U.S.
Our classroom and webinar courses are approved nationwide. We can help you maintain your state insurance license and meet CPE, CFP, and P.A.C.E. CE requirements.Contact Us For More Information