With all advisors sitting at the same table, we can create better outcomes than each of us might individually. Pros and cons are given equal weight. Risks and downsides are evaluated in the bright light of day as we collectively examine all opportunities and assess consequences.



This kind of collaboration protects both you and your client. It prevents surprises from surfacing after strategies are implemented. Dwelling in the planning phase of insurance design is unusual yet highly appropriate: only the most solid solutions survive this test of time and contemplation.

Our process allows professional advisors to be thorough in their recommendations by considering life insurance as a potential solution, all the while protecting clients from predatory sales practices.