Our paramount goal is to design financial strategies that are cost-effective and tax-advantaged, but most importantly, through life, long term disability, and long term care insurance, protect income and preserve assets to assure a strong financial present and future for:
Corporations with tax-advantaged programs that continue contributions to key employees' nonqualified retirement programs upon disability, as well as protecting retirement income with plans that mitigate the risks of post-retirement extended health care costs - including financially based benefit strategies that create a competitive advantage when recruiting and retaining top talent in today's global marketplace.
Law Firms with strategies to maximize the partners' profit sharing and pension programs by guaranteeing that contributions to their accounts will continue even if they become disabled.
Medical organizations with specialty disability income insurance programs created specifically for doctors that eliminate the strict benefit limitations enforced by most insurance carriers.
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