What I can Do for you
Areas of Expertise
Browse over a curated selection of my top areas in which I can help you. This is by no means an exhaustive list, but it is here to get your brain thinking in the right direction
Start a ConsultationPremium Finance
Unlock the value of using bank loans to purchase large life insurance policies for business or estate planning.
Charitable Giving
Learn about potential tax advantages that can enhance the impact of your philanthropy
Policy Reviews
Expert policy reviews optimize coverage, costs, and beneficiary designations for comprehensive life insurance planning.
Life Settlements
A third party investor will buy your policy, transforming your policy into the cash you need