Our insurance strategies help clients address a wide variety of financial concerns, including estate taxes 1, intergenerational wealth transfer, charitable giving and debt resolution.
Our services include:
Life Insurance Portfolio Management
Assessment, design, underwriting, fulfillment and administration of life insurance products utilizing The Life Insurance Confidence System®
Policy Review and Evaluation
Cash Flow Analysis for Estate Planning and Wealth Transfer
1 Partners Financial, Kestra IS, and its Registered Representatives do not provide tax, legal, or accounting advice. Clients must consult with their own legal and tax advisors.