Our Process
“Quality is not an act, it is a habit.” – Aristotle
The foundations of our approach
We are committed to the highest levels of confidentiality and data security throughout our planning process. Our team designs strategic wealth and succession planning strategies built upon tailored life insurance solutions. The sophistication of our designs deserves continuous monitoring of the implemented strategies.
Consultative
First, we listen to what is important to the family, and then we educate, provide professional advice, and make suitable recommendations based on the goals discussed.
Collaborative
Through our collaborative approach, we work with the family and their team of advisors to ensure proper communication and coordination throughout.
Comprehensive
Every strategy begins with a plan that fits the family’s overall goals. This starts with a conversation regarding family dynamics and needs, and a focus on integration with the family’s existing strategies.
Continuous
The dynamic nature of global economies and the family’s evolving needs benefit from our continuous monitoring and annual re-evaluation to ensure our client’s expectations are achieved.
Our Structure Supports Your Strategy
CLIENT GUIDANCE AND SUPPORT
A dedicated team of professionals to guide the family and trusted advisors through the implementation process and annual maintenance of the strategy.
Collaboration with the family’s legal counsel to create the appropriate ownership structure.
DESIGN
Advanced strategy design
Customized planning driven by each family’s individualized goals
UNDERWRITING
Full-service insurance underwriting with expertise in large and jumbo strategies
Expertise in high-risk avocations
LENDING
Concierge underwriting
Competitive lending rate and facility negotiations
Coordinated renewal services
POLICY SERVICE
Policy changes
Annual premium payment coordination
Policy performance reviews