Our Process
- Establishing a comprehensive understanding of our clients
- Identifying unique needs and circumstances
- Collaborating closely with a team of professional advisors, including accountants, estate planning lawyers, tax advisors, and investment professionals
- Evaluating the suitability of PPVA or PPLI from both insurance and investment perspectives
- Custom designing and structuring the chosen solution for the client
- Identifying optimal insurance providers and securing competitive pricing
- Providing ongoing service and support for the purchased PPVA or PPLI