Our Approach

  • Singular focus - Wealth transfer life insurance for affluent families only
  • Objectivity - Performance-based carrier selection via real-time monitoring of top carriers' financial strength 
  • Confidentiality and privacy - Safeguard families' health and financial information
  • Alpha - Identify and exploit anomalies and dislocations in products and planning design
  • Active management - Policy performance is reviewed annually to test improvement options
  • Creativity - Reputation for developing and improving planning designs and techniques