AREAS OF SPECIALIZATION:
Family Protection
Wealth Preservation and Transfer
Charitable Planning
Life Insurance Settlements*
Business Succession Planning
Executive and Retirement Benefits
Disability for Highly Compensated Individuals
Long Term Care
 

Life Insurance Settlements*:

A life insurance policy is a valuable asset. Should you have a policy that is no longer needed or wanted, selling it in the secondary market may provide a more favorable alternative and significantly more cash value than surrendering the policy to the life insurance company. In certain situations, clients can leverage the sale of an old policy with remaining premium obligations and use the proceeds to purchase a new policy with no further premiums.

 

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Check the background of this financial professional on FINRA's BrokerCheck