Work with a partner who understands the value of what you‘ve worked so hard to achieve.
Take the next step to protect your family and your wealth. Discover life insurance solutions that exceed all expectations.
When it comes to financial security for you and your family, pre-packaged solutions just aren’t good enough.
How to protect your personal wealth is one of the most important decisions you’ll ever make. You need a thoughtful and thorough approach to estate planning that merges your personal, financial and philanthropic goals. And it needs to be flexible, because life is anything but predictable.
But before we create your tailored, tax-efficient plan, we listen. What do you want to accomplish and by when? Who’s most important to you? How much risk can you handle emotionally and financially? It’s a deeply personal – and extremely discreet – conversation that results in the best strategy for you.
Part of that strategy may be life insurance, which is way more than a liquid asset your heirs can use to pay taxes. We'll help you decide how much to put toward a life insurance premium and how life insurance can be used to fund other gifts. Our membership organization PartnersFinancial is made up of elite insurance professionals who can help ensure you get the solution that works best for you from a top carrier.
The Empire State's Finalized Best Interest Regulation
Legislative Perspectives | 10/15/2019
Having lived through the "will they, won't they" back and forth of the DOL's Fiduciary Rule, we w...
Preparing Now for 2019: Insurance Planning Questions to Consider
resources | 10/01/2018
When it comes to insurance planning and taxes, getting the layof the land can feel impossible. T...
Leveraging Annual Exclusion Gifts With Life Insurance
resources | 09/01/2017
What you leave behind is important — you want your charitablecontributions to have the most impa...
Marc Schwartz 800.410.9890 Ext. 308
Peter Chung 512.697.6332
Greg Large 212.536.6085
Tom Riekse, Jr. 608.283.6602e xt.111 email@example.com
Mitigating dynamic and evolving exposures.
Disability Income Protection
Prepare for the unexpected.