Advanced Wealth Preservation & Distribution
- Wealthy & Wise Marketing Reports
- Power Point Presentations
- Family Foundations
- Dynasty Trusts, IDGT
- Zero Estate Tax Planning Presentation
- GRAT, CRT, CRUT
- Advanced Illustration Support & Companies
- Attorney Referral Network
Super
Affluent
$20MM > Net Worth
Wealth Preservation & Distribution
- Asset Protection & Legacy Planning
- Pension & Tax Reduction Strategies Using Insurance
- Business Disability (Buy-Sell, Key Man, Expense Overhead
- Buy-sell & Business Planning Alternatives
- Irrevocable Trusts
- Long Term Care Options
- Policy Review
- High Limit Disability (Lloyds of London)
Affluent
$2MM – $20MM
Excluding Home
Wealth Creations & Accumulation
- Income Protection
(Term & Smaller UL Policies) - Individual Disability Income