Trickling Tempo, © Larry Kanfer
About Us
We provide high quality life insurance, long term care, disability programs, and related solutions, for affluent individuals, families, and businesses. We work closely with you to help accomplish a variety of asset accumulation, preservation and transfer objectives.
Services
We specialize in all aspects of asset transfer, business succession, executive compensation, asset preservation, and charitable gift planning. We offer cutting edge life insurance products specifically tailored to our clients’ needs, and responsive, high quality life insurance policy service.
Lincoln Hall Stairway, © Larry Kanfer
Friendship Circle, © Larry Kanfer
Resources
Provides blogs, articles and bulletins, financial calculators, web links, and other useful information you may find helpful in understanding the basics of our products, services, and industry.