Process

Process

STREAMLINED. ANALYZED. TAILORED.

Through our experience working with affluent families and business owners we understand that you are busy and you want to make the most of your time. Our streamlined process allows us to gather, analyze, compare and interpret all the details so you’re left with clear, uniquely tailored insurance strategies, and the steps to implement them.

UNDERSTANDING YOU & YOUR BUSINESS

We learn the facts of your situation. This involves input from your lawyer, accountant and you. We review the needs and goals of your business and family to develop a tailored insurance strategy.

ANALYZING OUTCOMES

We perform an in-depth analysis of potential solutions and how they are projected to affect your business and your wealth.

PRESENTING THE NUMBERS

Once we review your current situation, we demonstrate in real numbers the improved efficiency our plan will have on your taxes, estate value and capital growth. 

UNDERWRITING ADVANTAGE

In coordination with you, your advisors and physician we ensure all necessary information is collected and underwriting requirements are completed. Our experienced team of tax advisors and underwriting experts will work to ensure you receive the best decision in the shortest amount of time.

SUITABILITY REVIEW

Our commitment to you continues well beyond implementation of the initial strategy. We know that needs and circumstances can change – tax laws and businesses change, families evolve, and new opportunities emerge. Regular reviews of your plan ensure that it is updated to deliver the results as promised year after year.

“We know our numbers, but more importantly, our clients know theirs. We do the work so that you can make the right choices for your business, your wealth and your estate.”

-Zak Goldman, Partner, Sterling Park Financial Group