- Review of Wills, Powers of Attorney & Trust Agreements
- Partnership or Shareholder Agreements
- Review of Existing Policies
| - Retirement & Cash Flow Planning
- Tax & Estate Advisory
- Strategic Philanthropy
- Business Succession & Family Enterprise Planning
- Planning for Multi-Generational Wealth Transfer
| - Goal Oriented Solutions
- Simplified Presentation
- In-depth Analysis & Recommendations
| - Regular reviews of your estate Plan
- Maintenance to your Plan (Beneficiary Changes, Payments, Name Changes, etc.)
- Tax Reporting (Cash Values)
- Performance Reviews
- Claims Process
- Servicing Existing Policies
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