Owner/One of the World’s Largest Sports Products Manufacturers

• Provided twice the guaranteed coverage for same premium
• Provided life insurance that paid parents’ estate taxes and preserved family business
• Three generations of family as clients

CEO/Owner of National Beverage Distributor

• Provided life insurance to assure fair treatment of blended family
• Premium payable 10 years only – coverage guaranteed for life
• Eliminated tax exposure of life insurance portfolio

$170 Million Contractor with 360
Employees

• Old premiums payable for life – new policies payable 10 years only
• Reduced annual premiums by $100,000 per year – same guaranteed coverage for life
• Reinvested $1 million in business with difference from reduced premiums

Estate Planning Attorney

• Practicing in NY and FL for 40 years
• Advisor to affluent families and business owners
• Referring us clients for 10 years