Solutions

Insurance should be seen as an integral part of the overall financial and wealth management plan, not a standalone solution. Global Insurance Solutions Group offers insurance products that meet an array of needs:

  • Traditional, mortality-driven solutions by both U.S. and offshore carriers
  • Personal income and wealth replacement insurance planning for protecting family and heairs
  • Estate planning for liquidity, estate equalization, and credit insurance
  • Business insurance planning, including succession planning and funding buy-sell agreements, key person indemnification, deferred compensation for executives, and credit insurance
  • High wealth U.S. clients with international planning goals and needs