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Insurance Planning

For more than 60 years, we have helped clients incorporate insurance into matters of business succession, estate planning, and charitable giving.

In an industry given to volatility, we always remain current on the market of term and permanent insurance designs. Insurance policies often involve interest rate and stock market risk. It is important to determine when this construction is competitive and when it is not. Our investment and research presence, when coupled with our experience recognizing how the policy assumptions actually work, gives us the perfect tools for this analysis.

We advise clients regarding:

• Life insurance for personal and corporate planning
• Long-term care insurance
• Disability income protection insurance
• Group insurance plans (life, disability, and employee assistance)



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