The Life Insurance Professional


As a life insurance professional, you play a vital role in helping your clients protect and transfer their wealth across generations.   Due to the complexity of the Ultra High Net Worth, there are many moving pieces which require integration and coordination such as gift tax planning, income tax planning, estate tax planning (federal, state, etc.), generation skipping tax planning, proper life insurance portfolio design, etc.   This is where WLG becomes a valuable resource to your practice.

We become an extension of your team for all your advanced insurance needs.  By partnering together, it allows you to approach UHNW prospects with confidence since you have a team who will be able to provide the advice and concierge service experience your UHNW prospect deserves.  It will also provide you the confidence to approach trusted professionals who serve these markets, such as:

  • CPA’s
  • Trust and Estate Attorneys
  • Wealth Managers
  • Family Office Professionals
  • Etc.

 

To explore the mutual benefits of a joint work relationship with our firm, please contact Danielle Reyes, Partner and Chief Relationship Officer at 646.402.6300 Ext. 302 or email danielle@WLGPrivateClient.com