To provide for your family, it’s important to consider all aspects of your financial health, including insurance planning. Adding life, disability and long-term care insurance when needed can help ensure your level of protection aligns with your goals for safeguarding your family and your assets today and beyond.
We understand you have specific asset accumulation, protection and transfer goals.
Working with our Insurance team professionals, we focus on common-sense design, review and implementation of insurance solutions, personalized for your and your family’s needs.
Our Experienced Insurance Team Creates Custom Solutions to Support:
- Analysis of major insurance companies
- Evaluating insurance products
- Insurance recommendations
- Income protection strategies
- Life insurance audits
- Long-term care expense mitigation
- Wealth transfer and estate plan modeling
- Estate tax elimination strategies
- Executive benefit programs
- Nonqualified retirement plans
- Enhanced charitable giving strategies
We Can Help Answer Important Insurance Planning Questions, Such As:
- What type and how much insurance is needed to accomplish your goals?
- Have you considered the income consequences if you are unable to work due to an accident or illness?
- Have you considered other methods of transferring your wealth to your family and charity that could lower your income tax liability today and any estate tax in the future?
- Are you aware of tax-advantaged insurance products?
- What can be done to preserve your wealth from income and estate taxation?
Our Insurance Solutions:
- We deliver highly specialized and custom financial advisory services that leverage the vast experience of a team of professionals.
- We remain focused on designing and managing plans that help maximize value and minimize risk for our clients’ corporate and personal assets.
- We offer innovative solutions designed to add value to each family and/or company.
- We leverage industry technology to deliver custom, efficient solutions for our clients.
Disclosures
Mariner Advisor Network is a brand utilized by Strategic Wealth Advisors Group (“SWAG”) and Mariner Platform Solutions (“MPS”). Investment advisory services are offered through Investment Adviser Representatives registered with SWAG or MPS, each an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SWAG and MPS comply with the current notice filing requirements imposed upon registered investment advisers by those states where they transact business and maintain clients. SWAG and MPS have either filed notice or qualify for an exemption or exclusion from notice filing requirements in those states. Any subsequent, direct communication by SWAG or MPS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about SWAG or MPS, including fees and services, please contact SWAG/MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.
For information about which firm your advisor is registered with, please refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov) or the Form ADV 2B provided by your advisor.
Investment Adviser Representatives are independent contractors of MPS or SWAG and generally maintain or affiliate with a separate business entity through which they market their services. The separate business entity is not owned, controlled by, or affiliated with MPS or SWAG and is not registered with the SEC. Please refer to the disclosure statement of MPS or SWAG for additional information.
