As an Advanced Insurance Architect, I work with business owners, executive teams, and families across the country in analyzing their risk profile relating to the death of any Key Members of their organization or family. When risk exposure is identified, I work closely with the client in designing a custom insurance portfolio to meet their needs. I then work with the client to create funding strategies to put their plans in place. I work with a Nationwide network of Lenders specifically positioned to Finance the insurance premiums for qualified clients when appropriate.

My areas of expertise include:
•Succession Planning
•Estate Equalization Planning
•Estate Tax Funding
•Buy Sell Insurance Funding
•Key Executive/Employee Insurance
•Executive Retention Planning
•Insuring Owners to secure Bonding
•Family Wealth Transfer Funding
•Personal Insurance for High-Net-Worth Families
•Premium Finance (Lender Paid Life Insurance)
•Infinite Banking
•Family Legacy Planning
•Funding Philanthropic Planning

As an Advanced Markets Life Insurance Architect, my job is to analyze a clients' current insurance portfolio, stress test it against risk exposure, identify areas that can be improved, provide updated insurance designs, and implement those designs with either Lender Funded Premiums, or client funded premiums. Every Client's situation is unique and deserve a custom designed insurance portfolio to meet their needs. I represent the top Insurance Carriers in the Life Insurance Industry and apply for coverage for my clients with the best available underwriting in the market place.

CA Insurance # 0L72411