Why We Are Different

“AAA” SERVICE

analysis

Our analysis is thorough and always precedes our advice

advice

Our advice is embraced for its objectivity

accountability

We remain accountable to our clients

Key ingredients of our success:

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

Areas of specialization:

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

Unique consultative and collaborative process:

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