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