Why We Are Different

Key ingredients of our success:

• differentiated analytical process
• continuous emphasis on quality
• focusing on our strengths
• collaborating with our clients and their advisors
• long-term service relationships

Areas of Focus:

• product analysis and testing
• applying tax laws to life insurance planning
• understanding technical elements
• international planning
• private placement life insurance and annuities

A consultative and collaborative process:

• problem/need assessment
• analytical
• detailed financial and tax analysis
• customized solutions
• pro forma underwriting