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 wealth accumulation, preservation and transfer objectives.

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Services

We specialize in all aspects of wealth transfer, business succession, executive compensation, asset protection, 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.

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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.

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