Life Insurance & Annuities
Third-generation advisor. Protecting wealth. Securing futures. Building legacy.
Third-generation expertise in life insurance and annuities for business owners.
Drawing on decades of family knowledge and deep carrier relationships, I help business owners protect their wealth, secure their families, and build multi-generational legacy.
What I Offer
Life Insurance Solutions
- • Term life insurance
- • Whole life insurance
- • Universal life insurance
- • Variable universal life
- • Key person insurance
Annuities
- • Fixed annuities
- • Indexed annuities
- • Variable annuities
- • Guaranteed retirement income
- • Tax-advantaged strategies
Business Owner Planning
- • Buy-sell agreements
- • Succession planning
- • Executive benefits
- • Business continuity
Estate & Legacy Planning
- • Wealth transfer strategies
- • Trust funding
- • Multi-generational planning
- • Estate tax mitigation
Who This is For
- → Business owners protecting their company and family
- → High-income earners seeking tax-advantaged wealth building
- → Entrepreneurs planning exit and succession
- → Families building multi-generational wealth
- → Individuals seeking guaranteed retirement income
Approach
- ✓ Third-generation expertise — Decades of family knowledge and deep carrier relationships
- ✓ Business-first, not product-first — Understand your needs before recommending solutions
- ✓ Long-term relationships — Planning that evolves with your life and business
- ✓ Integrated strategy — Aligns with your broader wealth and business goals
Ready to protect your wealth and build your legacy?
Let's discuss your goals and design a strategy that works for you.
Schedule a Consultation