We welcome the successful professional who recognizes the need for complete Life Insurance Estate Planning. You demand all the options. Private Client Group combines all essential elements to ensure you make the best long-term investment in your life insurance.
Private Client Group focuses exclusively on the needs of select clients with significant assets that require specialized insurance solutions designed to work perfectly with estate and tax planning. We utilize years of experience working with estate planning attorneys and tax accountants to maximize insurance investment value and reduce estate taxes in both the long and short term.