Risk Consulting Partners

EXPERT GUIDANCE FOR THE PATH AHEAD

Curt Engler
Veronica Wood

SERVICES

  • Term Life Insurance
  • Permanent Insurance
  • Universal Life
  • Key Person Business Life
  • Business succession
  • Debt reduction or growth planning
  • Buy/Sell
  • Combination Life
  • Variable Life
  • Carried Interest

LIFE INSURANCE

  • Access to proprietary life insurance platforms  within the industry
  • Unique mortality tables because of a distinctive client basis
  • Split Dollar Life Insurance Plans
  • LIRP (Life Insurance Retirement Plan)
  • POLI (Personally Owned Life Insurance)
  • Plans that address tax and estate liquidity issues
  • Estate Planning
  • Business Continuation Planning
  • Plan Reviews
  • Trust Design