Our process starts with helping to determine goals and objectives. It’s essential to separate past stigmas about life insurance from the products’ unique ability to enhance affluent clients’ estate and legacy planning. In the right situations, its impact cannot be replicated. Certainly clients can directly fund their legacies, but life insurance is often the most financially efficient funding method available.
We specialize in all aspects of wealth transfer, business succession, executive compensation, asset protection and charitable gift planning. NWM offers a range of insurance products to meet our clients’ needs.
High net work individuals traditionally need more insurance for:
- Wealth Transfer
- Family Trusts
- Legacy Planning
- Strategic Business Planning
- Key Person Insurance
- Buy-Sell Insurance
With clients sitting at the same table, we create better outcomes than each of us might individually. Pros and cons are given equal consideration. We collectively examine all opportunities and assess consequences. We conduct ourselves with the highest levels of integrity, operating upon ethical guidelines, with our clients’ best interest in mind.
Our experienced Life team draws upon our wealth of top rated carriers to find our clients’ their best offers for whole life, universal life and term life policies.
Long Term Care Insurance
As your older age clients live longer, their assets are put at greater risk. The costs associated with Long-Term Care increase every year.
Nationwide Wealth Management provides its clients with complete financial planning solutions by utilizing Disability Income Insurance.