Signature Services
Insurance
Offerings are used for survivorship, estate planning and retirement income streams.
- Term Insurance
- Permanent Insurance (Whole Life , Universal Life, Indexed Universal Life, Variable Universal life)
- Disability Insurance
- Long-Term Care (traditional and asset based solutions)
- Premium Finance
- Life Settlements
- Annuities (fixed, fixed indexed and variable annuities)
Trust Services
As time passes and your assets grow, your needs become more complex. In some cases, trustee services are required. We can work with any personal or institutional trustee you choose, or we can help you find the right one for you. Together with experts at United Capital we can help you think through the various benefits of personal trusts, irrevocable life insurance trusts, charitable trusts, and special asset trusts.
Banking Related Services
Through our strategic relationships we are able to offer non-recourses loans, mortgages, expanded FDIC insured money market funds, and Certificate of Deposit Account Registries.
Other Private Counseling Services
Families often need to create strategies for estate planning or tax minimization. We can work with your own legal team, or recommend attorneys who specialize in a particular area appropriate to your family’s need.