We help individuals and
families looking for:
Wealth Preservation: Strategies to help create liquidity at the time estate taxes are due to avoid the forced sale of illiquid assets.
Wealth Accumulation: Strategies to accumulate and eventually distribute wealth tax-free, through a diversified insurance portfolio that is consistent with your risk tolerance.
Charitable Planning: Strategies helping you explore charitable opportunities using life insurance as a tool to maximize charitable contributions.
In Force Policy Analysis: Provide you with a detailed assessment of your policy’s coverage details, costs, and performance.
Who We Help
SUCCESSFUL INDIVIDUALS, FAMILIES, AND BUSINESSES IN SEARCH OF THE RIGHT SOLUTIONS.
We help businesses looking for:
Succession Planning: Help you smoothly transition your business to the next generation or key executive by using life insurance as the funding vehicle of a buy-sell agreement.
Key Person Insurance: Your business can use a life insurance policy to protect the company against the risk of a key employees unexpected death.
Estate Equalization: Family owned businesses often have some family members who are not involved with the business. As a component of your estate plan, you can use a life insurance policy to provide a death benefit amount “equal” to the share of the business that they will not inherit.
Executive Benefit Plans: As an incentive to retain key executives, businesses can provide an executive benefit plan funded with life insurance to provide death benefits, retirement income benefits, and cost recovery benefits.
C&C Client Services
HOW WE HELP
