Insurance / / / / /
Of course, there is no single solution for every client
We utilize insurance product offerings from over 50 highly rated insurance carriers
We analyze the cost structure of insurance policy designs; look closely at insurance carrier financial strength; focus on the internal rate of return or IRR & look at both guaranteed & current cost assumption approaches
We focus on various insurance options based on risk tolerance, time horizon & ever-changing goals
We follow Uniform Prudent Investor Act (UPIA) guidelines of annual and thorough policy reviews that trustees must follow in their role of fiduciary
Now it’s time to let us guide you!
California / / / / /
Beverly Hills Office
9454 Wilshire Boulevard, Suite 510
Beverly Hills, CA 90212
Orange County Office
2 Park Plaza, Suite 320
Irvine, CA 92614
Texas / / / / /
Fort Worth Office
500 W. 13th St.
Fort Worth, TX 76102
T: 817-880-6980
Quick Links / / / / /
California / / / / /
Beverly Hills Office
9454 Wilshire Boulevard, Suite 510
Beverly Hills, CA 90212
Orange County Office
2 Park Plaza, Suite 320
Irvine, CA 92614
Quick Links / / / / /