Simplify the presentation of your highly technical business and estate planning cases. From interpreting how legislative changes could impact your high-net-worth clients, to creating custom proposals for time-tested techniques – we’re your partners for the cases where you can’t afford to get it wrong.
Many business continuity plans are not in writing or not current. Unfunded buy-sell agreements. Outdated valuations. Key employees without a retention strategy. Business owners with insufficient disability or life insurance. Unnecessary tax exposure.
We can help your business-owner clients protect everything they worked to build – whether they’re just starting a business, increasing executive compensation or getting ready for succession planning.
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Virtually every high-net-worth client is philanthropic in their planning – but it’s up to the client how to divide their legacy between family, charitable giving and federal estate taxes. An insurance-based approach can provide liquidity and shield family wealth from taxation.
Life insurance is uniquely positioned to deliver an income-tax-free death benefit and tax-deferred growth. We’ll structure it so clients can maximize what they leave for future generations.
When a high-net-worth couple with potential estate-tax exposure was seeking to acquire a significant trust-owned life insurance policy, see how we used AFR Arbitrage to providing funding.
There’s no case too large or complicated. Give us a call to discuss your opportunity. We'll help you ask the right questions, get the right people to the table and find a solution that best fits your client.