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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.

Steven Gates Presents Advanced Markets Concept At Ash Brokerage
Business owner planning

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 Outdated valuations.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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Sam Rocke Presents Advanced Markets Concept At Ash Brokerage
Wealth transfer and estate planning

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.