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Insurance
Individual and Corporate Life Insurance and Related Products
In recent years, the insurance sector has been characterized by the introduction of a variety of innovative products and service offerings designed to respond to changing individual, corporate and demographic needs. Estate planning has become an increasingly active business segment, driven in part by an aging and affluent population. An Estate Plan defines how assets are to be owned, managed and preserved during one’s lifetime, and how they are to be dispersed after death, ensuring their orderly and tax-efficient transfer.
- Estate Planning, Preservation, Replenishing and Equalization
- Capital Benefits, Tax-exempt Accumulation, Policy Withdrawals, Policy
- Loans and Leveraging
- Long Term Care, Long Term Disability and Critical Illness Insurance
- Long Term Disability
- Immediate Annuities, Deferred Annuities and Insured Annuities
- Trusts and Life Insurance
- Split-Dollar Insurance Arrangements
- Collateral Insurance
- U.S.A. and Worldwide Medical Care Access Insurance
- Charitable Giving with Insurance and Annuities
- Business Succession Planning for Shareholder and Partnership Agreements
- Executive Compensation
- Key Person Insurance Protection
- Life Insurance Funded SERP Strategies
- Special Risk Underwriting for Athletes, Entertainers and Others
- Estate and Trust Planning with Offshore Insurance and Annuities
- Structured Settlements
- Viatical Settlements
To download a separate sheet on our Individual and Corporate Life Insurance and Related Products, please click here.
To contact Walter Simone, please click here.
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