Providing Planning and Insurance Consultancy Services

✔️ We work with Independent Financial and Insurance Advisors
✔️ We work with Business Owners
✔️ We work with Families

Providing insurance consultancy services

✔️ We work with independent advisors
✔️ We work with Business owners
✔️ We work with Families

Private Client Life Insurance Planning

Executive benefit plans are designed to provide meaningful value to a company’s profile.

Families

Life insurance helps give your family financial protection should you pass away within the policy term. A sound insurance portfolio is an integral component to any family or business financial plan.

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Advisors

Assisted sales, policy review, premium finance and coordinated planning. Insurance planning provides you, the advisor, with industry resources and experts that will enhance client relationships.

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Business Owners

Applications For Life Business continuity, key person, and Executive benefits provide for a sound foundation for your overall and business financial objectives.

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Business Valuation that
solves your problems

Start a Business valuation today, fill out your information on our Bizequity website to begin the patented 7 step process.

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Certifications

✔️ CLU - Chartered Life Underwriter
✔️ AEP - Accredited Estate Planner
✔️ ChFC - Chartered Financial Consultant
✔️ CEPA - Certified Exit Planning Advisor

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Business Valuation that
solves your problems

Start a Business valuation today, fill out your information on our Bizequity website to begin the patented 7 step process.

Visit Now

Certifications

✔️ CLU - Chartered Life Underwriter
✔️ AEP - Accredited Estate Planner
✔️ ChFC - Chartered Financial Consultant
✔️ CEPA - Certified Exit Planning Advisor

Learn More

Our Services

Executive benefit plans are designed to provide meaningful value to a company’s profile.

For Families

Income & Wealth Protection
Special Needs
Estate Liquidity
Premium Finance
Legacy Impact
Foreign national
Life & Disability
Portfolio Review
Long Term Care
Philanthropic
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For Business Owners

Continuity Planning
Executive Benefits
Pre-Sale Strategies
Employee Retention
Business Valuation
Phantom Equity
Buy-Sell Funding
Premium Finance
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For Advisors

Assisted Sale
Co-ordinated Planning
Policy Review
High Level Filter
Premium Finance
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Legacy Analysis System

Strategic Planning Program

The Legacy Analysis System is a strategic planning program that addresses estate planning and the unique interrelationship of inheritance, taxes and charity.

Philanthropic Game Plan

Create a sustainable philanthropic game plan which guarantees perpetuation of family assets to heirs and your community with clarity and confidence.

Reduction of Estate Taxes

The Legacy Analysis System is an easily understood, holistic approach designed to give you the tools and analytics to create a truly impactful and Legacy Footprint

private client

Executive Benefits

Executive benefit plans are designed to provide meaningful value to a company’s profile.

Executive Life Insurance

An executive life insurance plan has many benefits for both the executive and employer.

Disability Insurance

disability insurance generally applies to all employees in the same manner.  With long-term disability (LTD) plans.

Long-Term Care Insurance

Coverage that provides nursing-home care, home-health care, and personal or adult daycare for individuals age 65.

Qualified Retirement Plans

Qualified retirement plans, are powerful savings tools, given their tax advantages, investment options, and transferability.

Corporate Solutions

Corporate solutions can be defined to suit the company’s total rewards strategy for high-value employees,

Executive Compensation

Executive compensation, refers to remuneration packages specifically designed for business leaders.

What our great clients say about us

“Being in the financial services business since 1991, I’ve seen a lot of partners come and  go. I was fortunate to be the first million dollar producer at then Banc One Securities and  this past year production was over two million. For years, my firm has attempted to  introduce various insurance types to expand into my business. In almost every case, I  was not comfortable placing these individuals in front of potential prospects. Mainly  due to presentation skills or just not appropriate for HNW clients. Fortunately, I met  Jeff Craig who exposed me to various concepts that would organically add growth to  my practice. Jeff was very patient with me and invested significant time in going on  various calls without much success. However, as I became more and more versed in the  specifics and understand how these strategies figured into my clients best  interest…success was overnight. In 2006, my practice generated over $500k in insurance  business and we owe it all to Jeff and his dedication.”

Wells Fargo Investments
SVP

“Dear Jeff, I just wanted to drop you a quick note of thanks for being the perfect  PARTNER! As I have conveyed many times, my job requires the use of true partners with  in-depth expertise and knowledge in specific areas such as insurance. I cannot possible maintain a command and knowledge of all the variables. The grasp you have of markets  and the carriers weak spots and strengths wins for the client every time. Your execution  and professionalism in front of the client is “Top Drawer.” The ability you possess with  closing and boiling the decision down to the few required salient points is amazing. I  am just saddened that Highland made the mistake they made. I hope we get the  opportunity to work together again soon! Thanks for all your efforts and talents!

Wells Fargo Bank
Private Client Advisor

"Jeff, I thoroughly enjoy working with you. It helps that I can relate to you on a personal  level. More importantly, you know how to connect with our PCS Clients by asking all the  right questions. You attempt to find out what drives their behavior and that makes all  the difference. Finally, you make sure that I understand the strategy before you present  it to the client. The result is usually a relaxed conversation with the client instead of a  sales pitch. I hope we can continue to work together."

Licensed Banker Program
Sales Director

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