MEET OUR CLIENTS
We build relationships and protect our clients. That’s what we do and nothing is more Important. Please take a moment to hear what a few of our clients have to say.

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
Partner of International CPA Firm
- Practicing for 30 years
- Advisor to family business owners and corporate executives
- Referring us clients for 15 years