Why We Are Different



Our analysis is thorough and always precedes our advice


Our advice is embraced for its objectivity


We remain accountable to our clients

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