We build relationships and protect our clients. That’s what we do and nothing is more Important. Please take a moment to hear what a few of our clients have to say.

Owner/One of the World’s Largest Sports Products Manufacturers

  • Provided twice the guaranteed coverage for same premium
  • Provided life insurance that paid parents’ estate taxes and preserved family business
  • Three generations of family as clients

CEO/Owner of National Beverage Distributor

  • Provided life insurance to assure fair treatment of blended family
  • Premium payable 10 years only – coverage guaranteed for life
  • Eliminated tax exposure of life insurance portfolio

$170 Million Contractor with 360

  • Old premiums payable for life – new policies payable 10 years only
  • Reduced annual premiums by $100,000 per year – same guaranteed coverage for life
  • Reinvested $1 million in business with difference from reduced premiums

Estate Planning Attorney

  • Practicing in NY and FL for 40 years
  • Advisor to affluent families and business owners
  • Referring us clients for 10 years

Partner of International CPA Firm

  • Practicing for 30 years
  • Advisor to family business owners and corporate executives
  • Referring us clients for 15 years