National Madison partners with professional advisors across many different disciplines. We work with trust and estate attorneys, accountants, financial advisors, trust officers, family office managers and philanthropic planning advisors to help provide their clients with comprehensive insurance plans.
Affluent individuals and families rely on a constellation of professional advisors and dedicated family offices to manage and execute their financial affairs. We serve as the insurance professionals among their other professionals to ensure that a comprehensive plan is a collaborative one. We help to coordinate the planning for business succession, estate preservation and charitable interests so that our clients can be certain their goals are reached.
Our knowledgeable leaders and staff understand the complex legal and tax issues of the affluent and address such obstacles with the expertise that can only come from decades of experience.
Resources:
Common Pitfalls in Life Insurance Planning
Life Insurance As An Asset
Irrevocable Life Insurance Trust
Policy Review