Your duty to your clients is understood, and we will work with you to ensure that responsibility is supported. Your role as the overseer of all of your clients' assets is central to your task, and a life insurance portfolio can be a significant asset for a high net worth family.
Your clients’ best interests will be maintained in all policy analysis projects. Whether we are working on maximizing the value of an existing policy or negotiating the purchase of new life insurance coverage, our focus will be on creating the most value for your clients and their beneficiaries.
You need not be a client to contact us with questions or concerns. We will work to provide services that support your staff and clients efficiently while following the fee-based family office model. We are here to help.