Individuals and Families

Bridging the Financial Gap: Life Insurance, Income Continuation, Long-Term Care

The financial risk of death, disability, and long-term care expenses can be significant. We help individuals and families assess the risk, examine current resources, quantify the difference, and then scan the market for the most suitable risk management products. GWE coordinates the implementation of these products with our clients’ estate and financial plans.

Transferring Family Wealth: Funding the Estate Plan

We specialize in the design and creative funding techniques often required in wealth transfer planning. Life insurance is a specialized asset class and our clients, their families, and their charitable pursuits benefit from our knowledge, creativity, and expertise when it comes to implementing programs designed to create tax efficient liquidity when it is needed most. We work with our clients’ professional advisors as a team to make sure that their coverage is appropriately coordinated with their overall estate plan.

 

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