Attorneys
Practice Areas
- Business/Corporate
- Estate Planning
- Family Law
- Trusts and Estates
Review & Planning Matters
- Life Insurance Policy Review
- Annuity Review
- Insurance Needs Analysis
- Insurance Quotes
- Estate Planning Analysis & Scenarios
- Business Succession and Continuity
- Key Person
- Executive Comp. (Split Dollar, SERP, Non-Qualified)
- Premium Financing
Common Questions
- How is the policy performing?
- What are the fees?
- Are there better options?
- Do I need to do anything, make changes?
- Should I keep it?
- Do we need more insurance? Less? Why?
- I'd like to leave everything to our beneficiaries. How can we reduce possible estate taxes?
- How can business owners
- Minimize taxes
- Keep key employees
- Structure a business exit
- Can I get competitive insurance quotes?
Six Insurance Whisperer Services For Attorneys
Annuity Contract Review Data by Morningstar®
25+ Point Analysis
Observations
Executive Summary
Recommendations
Annuity Check
80+ Point Analysis
Observations
Executive Summary
Recommendations
Policy Check
Fiduciary-Centered Insurance Policy Reviews
Answers the questions:
How does this quote or policy look?
Anything better?
Complimentary High-Level Opinion of Cost and Benefit
Courtesy Check®
Life Insurance
Long-Term Care
Disability Insurance
Executive Benefits
Premium Check®
Best of Traditional, Fee-Only, and No-Load Quotes
Classic Needs Analysis for Individuals and Businesses
Life Ins./Survivorship
Key Person, Exec Comp
Long-Term Care
Income Replacement
Gap Check
Strategies include
Discounting
Leveraging
Discounting
Advanced Estate Planning for Estates More Than $10M
Wealth Preserve®