161 Washington Street
Life insurance policies are long-term financial instruments that require continuous monitoring and, where necessary, updates. Our team has dedicated resources in place to assist with both routine updates and ad hoc policy service to keep our client’s plans on track.
Life insurance strategies are a meaningful aspect of a larger financial and/or wealth transfer plan. Our aim is to work closely with a client’s other trusted advisors (estate planning attorneys, CPAs, wealth managers, business planners) to implement and deliver a synchronized and effective end result.
In a rapidly evolving industry, which is always adapting to new tax laws and regulatory standards, our 100+ years of combined experience, commitment to education and depth of technical understanding position our team as thought leaders in the advanced life insurance arena.
Our team-based approach is designed to provide continuity in our relationships and stability in managing plans intended to deliver and protect wealth for families across generations.