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.

There is simply no one better than John and Billie Resnick. The changes and recommendations to my life insurance policies, saved my life’s work.
— Owner & Developer of $5 Billion Real Estate Portfolio

 John and Billie are in a class by themselves.
— Founder & CEO, $2 Billion Privately Held Business

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

$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

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

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