What I Do
Please use this link to set-up a 15 minute phone appointment.
Insurance Consulting: if your company spends more than $100,000 in premiums/year and you'd like a free review of your current insurance program, please call me. I routinely review insurance programs to see exactly what's covered.
Insurance Program Design: here, I start from scratch by looking at your company and industry. I then recommend a comprehensive program to limit your risk.
Complex Income Structuring: I explain this in more detail in my book, The Lifetime Income Security Solution. Briefly, we divert income to future years using a variety of statutorily established techniques.
Insurance Consulting: if your company spends more than $100,000 in premiums/year and you'd like a free review of your current insurance program, please call me. I routinely review insurance programs to see exactly what's covered.
Insurance Program Design: here, I start from scratch by looking at your company and industry. I then recommend a comprehensive program to limit your risk.
Complex Income Structuring: I explain this in more detail in my book, The Lifetime Income Security Solution. Briefly, we divert income to future years using a variety of statutorily established techniques.
Request a copy of Captive Insurance in Plain English or The Lifetime Income Security Solution by filling out the form below.
My Books