CONFLICT FREE
100% Independent Insurance Analysis
Specialized analysis for high net worth families, business owners, corporate executives, and professionals.
“We are not compromised by the conflicts of interest associated with proprietary product providers, can advise on any product, and have access to hundreds of solutions.”
— Gerald Asplund
Survivor Income
What is your plan for your family if you don’t wake up tomorrow morning?
Asset Based Long Term Care
Some life insurance policies include a long-term care benefit for a reasonable cost.
Charitable Planning
Which charities would your family like to impact? Which causes do you want to support?
Business Planning
Key person, buy-sell, golden handcuff, and business transition strategies can add significant value to your business and your family.
Estate Equalization
Children from different marriages or who have certain needs can be supported when you are gone, according to your wishes.
Estate Planning
Pulling it all together through a comprehensive estate plan where your insurance is aligned with your objectives.
Start The Conversion
To maintain our objectivity we charge a one time fee of $250.
Like you we are busy and we will be respectful of your time. Let’s set up a time to go over your goals and our process, we will move forward if you are interested.