Strategies

Discover the art of financial leveraging: using life insurance to fund business growth or invest in real estate while slashing taxes and leaving a tax-free legacy for your heirs. Let’s tee it up and unleash the power of strategic wealth management today.

Signature hole at Greywolf, our favorite office.

 

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Life Insurance

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Critical Illness Insurance

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Disability Insurance

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Business Overhead Insurance

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Immediate Finance Arrangements

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Insured Retirement Plan

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Segregated Funds

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Key Person Insurance

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Buy/Sell Funding

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We collaborate with your Accountant on the best strategy for you