Get “Tyler’s Take” on the latest insurance industry news so you can stay ahead of events which will allow you to advise your client completely and potentially make different structural recommendations to transactions in light of these developments…

We have so much to be thankful for with our dedicated team, state of the art technology, and premier business center….all of this is designed to provide you and your clients with our trusted “white glove” service…….come see it all virtually… I encourage you to watch this short video to get to know us better.

Many of our successful clients have money trapped inside a C-Corporation that is subject to double taxation. We have a strategy using split-dollar life insurance to help business owners and/or highly compensated executives get access to their trapped money on a tax-advantaged basis. I encourage you to watch this short video to understand this opportunity.

Many of our clients, even the most well-prepared from an estate planning perspective, have a gap in their planning when it comes to their cars. While it is important to know your options, it is even more important to understand the trade-offs associated with each option … I encourage you to watch this short video to understand this opportunity.

For over 62 years, we have worked with influencers and other trusted advisors to integrate innovative life insurance strategies into the client’s overall wealth planning. We are often called in to provide advice to the client’s attorney, accountant, wealth advisor or business manager / agent. We value our role as THE advisor to the trusted advisor, you… I encourage you to watch this short video to better understand our complimentary and supportive team role in providing advanced and effective life insurance strategies...

Insurance carriers are looking for new business this time of year and will often make exceptions that are to your client’s advantage … I encourage you to watch this short video to understand this opportunity.

On average, every year over $600 Billion of life insurance death benefit lapses or is surrendered. Make sure your client is not a statistic. I encourage you to watch this short video to better understand the importance of proper life insurance portfolio management.

Did you know that life insurance policies are an excellent asset to donate to a charity, educational/medical institution, or other types of nonprofits? I encourage you to watch this short video to understand this smart “blue sky” opportunity for both the donor and nonprofit.

On average, every year over $600 Billion* of life insurance death benefit lapses or is surrendered. These lapses can be intended or unintended but in either case the insurance company collected premium on a policy on which they will never need to payout a death benefit. Equally concerning, on average, 69% of life insurance policies have not had a performance review in the past 5 years.** These are policies where an insurance company is likely collecting either too much or too little premium; in either case, the INSURANCE COMPANY WINS!