Life & Executive Benefits
… interests and/or are limited by the terms of their contracts and are often not trained in financial analysis, fiduciary principles or law. Executive Benefits | Corporate Owned Life Insurance (COLI) | Universal, Indexed, Current Assumption, Whole and Variable Life Insurance | Term Insurance | Survivorship | Disability | Long Term Care (LTC) | Private Placement | Annuities Policy Design, Policy Analytics, Management and Review High Net and Ultra High Net Worth Estate preservation, succession, liquidity and enhancement, gifting strategies, private split dollar, charitable giving Decumulation hedge, stock and portfolio concentration risk, adjusted gross income tax reduction programs Advanced structures, exclusive strategies, large lines specialists, premium financing …
https://www.epicbrokers.com/products/life-executive-benefits/