Many UHNW clients debate the need of Long Term Care vs. the risk of “self-insuring.”
Our team evaluates the clients’ needs in an ever-changing LTC landscape. With the onset of new product options, many of which are tied to life insurance, we can offer the client a reliable solution to protect their short and long-term needs. Please contact us for more detail!
Whether you’re looking for the best way to bequeath and protect your assets, charitable giving strategies, or key person coverage we have the financial vehicle to help you achieve it. We’ve worked with clients of all kinds and of all ages who have a wide range of objectives.