How can we help your business grow?
We understand that advisors are busy in the day-to-day processes as the rainmakers for their practice. The Advanced Market Team can ease that burden and complexity. You have a back office to enhance your offerings and provide you with an edge for competitive cases. It might be a simple call with a technical question or partnering for a design and case presentation. Our goal is to boost your business production by increasing your horizon.
Life Insurance Design
Product Selection
Ownership
Competitive Review
Premium Finance
Needs Analysis
Estate Planning
Estate Tax Projections
Structure Review
Beneficiary Taxation and Estate Equalization
Business Planning
Business Succession
Key Man
Executive Benefit Planning
831(b) Captive Designs
Client Education
Concept Explanations
Specimen Documents
Insurance Taxation
Advanced Markets FAQ
Our Advanced Planning team has resources to address the common questions advisors may have. These include questions regarding:
Types of Trust (Irrevocable vs Revocable)
Federal Estate Tax
Income in Respect of Decedent (IRD)
Keyman Coverage
Executive Bonus Agreements
Split Dollar Arrangements
Business Succession
Qualified Retirement Plans
831(b) Microcaptives
Conservation Easements
“The Advanced Markets Team were instrumental in helping me close a very large estate planning case with a large business owner. The case had a number of challenging issues the team helped me overcome. From meeting with the client and designing the case, to seeing it through underwriting, their expertise and focus on the details made all the difference in getting the case done. I highly recommend taking advantage of their skills! ”