Do you know
what’s possible?
As you set out to protect your loved ones, our creative approach to life insurance reveals avenues to create, grow, and protect wealth you never imagined possible.
Life insurance is a single tool that allows you to
You’ll come to the table with worthwhile goals — to discover that greater goals are within your reach.
Protect your loved ones
Move forward with the optimum solution that maximizes your benefits and minimizes your out-of-pocket costs. As an independent brokerage, we have access to all the options available in today’s marketplace.
Grow unlimited wealth, tax-free
Discover policies that work like a Roth IRA — just with a virtually unlimited contribution capacity and no penalty for early withdrawals. Not only tax deferred but also 100% tax free. 100% downside protection. Upward is the only way forward.
Access tax-free income
Explore our creative financing strategies that increase your tax-free income and/or decrease the out-of-pocket cost to fund your policy.
Avoid the tax trap
Know the risks of a Whole Life policy lapsing with an outstanding loan and leaving you with a potentially significant tax bill. These issues can usually be resolved but only if discovered in time. Don’t delay and reach out for help!
For our clients,
life insurance changed everything.
Like so many of us, it was another objective that needed to be checked off an endless to-do list. Until they saw what was possible.
For our clients,
life insurance changed everything.
Like so many of us, it was another objective that needed to be checked off an endless to-do list. Until they saw what was possible.
‘We are much more confident in our retirement plan. We know that we don’t have to worry about higher-than-expected tax rates that would normally derail our retirement plans’
Aaron N, Baltimore MD
‘Our estate planning attorney was amazed at how little we had to pay for the $15M of death benefit we so desperately needed!’
Lisa W, Cleveland OH
‘I didn’t appreciate how beneficial the CIS strategies were, until a couple of my associates told me how much they were paying. I was paying half of what they were — and for more coverage’
Howard S, Los Angeles CA
Get guidance that leaves you crystal clear on your options.
1: Discovery
We discuss your current coverage, talk about your goals for the future, and assess your expected health rating. Whether you’re starting out, building momentum, or winding down: now’s the time to discover your opportunities.
2: Strategy
We design a creative strategy that becomes your pathway to create, protect, and grow your wealth — maximizing benefit and minimizing liability — informed by deep and broad knowledge of your options.
3: Clarity
Step-by-step, we explore your strategy together, explaining the benefits, costs, returns, and risks. Every detail is crucial. Every question is important. The result is total clarity.
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