Advance Planning

Our Case Design has an instant impact and gives you a significant advantage in delivering the right results.

Our advanced planning team can help you design a variety of cases to help you win your next sale.  Not every case is for a high net worth person though.  We have some unique strategies that can help you win!


Some of these strategies include:

  • Sequence of Returns & Life Insurnace
  • Pension Max Strategies
  • LTC Alternatives
  • Legacy Floor
  • Foreign National Planning

Some of our Advanced Strategies Include:

Premium Finance

We have a proprietary process that will put you ahead of your competition and we can present and travel to help close more sales. Have your own method? No problem, let us know how we can help.

Corporate Split-Dollar

Attraction & Retention strategies are becoming a more and more important part of planning.  Let us help you design your next case.  We also can travel to help you close the case.

Generational Split-Dollar

There can be some very unique benefits to High Net Worth Families to employ a generational split-dollar plan.  Let us help you design your next case.

Estate Planning

Estate Planning is not dead.  Don't punt until 2025 on your planning, engage us to help you win your next sale!

Let use our experience to help you win your next advanced planning case.

Our case studies

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Tell us about your case

Let us help you design your next advanced case

Contact us today and get started on your success.