OVERVIEW OF SERVICES
Our fee-based consulting services include a comprehensive review and evaluation of compensation and benefit strategies and the implementation of products where appropriate. We conduct due diligence evaluations for non profit charities and tax attorneys to evaluate strategies to best utilize insurance assets. We consult with high net worth individuals to ensure that the financial strategies in place are meeting their needs. We help banks and insurance companies to increase performance of corporate-owned life insurance assets through improved product alternatives, and we provide market evaluation for clients looking to increase or decrease their position in this asset class.
