The products and services offered by our Personal & Corporate Insurance Planning team are designed to assist high net-worth individuals in protecting and conserving their personal and family finances, as well as to allow businesses and business partners to guard their financial interests and key employees.

For individuals:

• Life Insurance
• Disability Insurance
• Long-Term Care Insurance
• Retirement Planning
• Second-to-Die Life Insurance
• Estate Tax Funding & Reduction Techniques

For Corporations:

• Key Man Life and Disability Insurance
• Corporate Owned Life Insurance (COLI)
• Business Continuation Planning
• Split Dollar Life Insurance
• Employer Sponsored Life & Disability Insurance
• Executive Carve-Out Life & Disability Insurance
• Supplemental Individual Life & Disability Insurance
• Buy-Sell Agreement Funding