Financial & Estate Planning
Success doesn’t occur by accident: it comes through careful planning and meticulous execution. It took years of hard work to get where you are today. Because of your achievements, you’ve earned a financially secure future for you and your loved ones. Perhaps you have provided opportunities for others to plan and build their dreams.
It was your planning that got you here…and it should be your planning that keeps you here.
Careful financial and estate planning ensures that you and your heirs keep what you’ve built without worrying about unwanted intervention by government entities or burdensome tax liabilities. Family-built businesses stay in the family because of proactive estate planning.
It starts with your initial consultation with Corporate Insurance Advisors. We’ll ask questions, answer yours, talk about your goals and work with you to develop a solid plan designed with your financial goals in mind.
Estate Planning: Your hopes, your dreams, your legacy
It’s about more than money – it’s about the way you want things to happen once you’re gone. From using your assets to create a bright future for your heirs to contributing to a cause that captures your heart, estate planning gives you a voice and a choice as to how you shape your legacy. Corporate Investment Advisors can make sure your dreams continue to come true.
A smart and thoughtful estate plan includes several components, each playing a significant role in determining how your estate is handled.
These components can include:
Establishes a directive on how you want your property distributed among your survivors, who handles your estate and who will be responsible for any minor children
Keeps your assets for someone you designate
- Life Insurance
Delivers cash to your beneficiary when you die
Transfers of property made during your life to family members, friends or charitable organizations
Making Your Money Work for You
Smart Investment Options
Corporate Insurance Advisors offers a comprehensive portfolio of investment options designed to meet you where you are…and where you want to be. Our skilled insurance and risk management professionals are leaders in conducting due diligence and in asking the necessary questions in order to develop a customized plan for today while securing a lifetime of tomorrows.
Investment options include:
An excellent tool for 401(k) and/or 401(b) rollovers that provide tax-deferred growth opportunities
- Mutual Funds
A diversified, cost-effective money management investment tool
Diversify your investment portfolio and establish a predictable income stream
- Managed Accounts
Let investment professionals select, manage and monitor investments that focus on your goals and needs. You choose how active you want to be…or delegate it entirely to investment professionals
- Structured Products
These bundled investments can protect your principal assets with market exposure, but may offer minimal to no protection against market performance
- Insurance Products
There are a variety of life insurance products that can protect you from financial loss, and your Corporate Insurance Advisors Representative can explain them all
The only thing we love more than hearing what our clients are saying about us is sharing what they’re saying about us. Here are a few examples:
There is absolutely no agency which we have found that is better equipped to handle all of our insurance needs. Our needs range from commercial policies to health insurance and CIA has consistently surpassed our expectations. We can say, with utmost confidence, that our account is in the best hands ...
"It is our pleasure to recommend our agent and his firm, Corporate Insurance Advisors "CIA", as a potential Insurance Broker for your firm. We believe you will find him and CIA to be well qualified to assist with any insurance needs your firm may have."
"As the years have come and gone, CIA has always found an insurance company who would treat us fairly upon renewal. We know when we have a claim, a contract to be reviewed, coverage questions or any other concern, Corporate Insurance Advisors is there for any issues that arises. We ...
"I have had the pleasure of working with our advisor and CIA for the past several years. I had a great relationship with my agent at the time, and was initially resistant to talking to another broker, but she came very highly recommended. She explained that there were programs and ...
"My agent is extremely competent, knowledgeable, available, and engaged. While negotiating insurance terms and coverage for a project, she worked with my staff and her underwriters for dozens of hours over a period of four months, offering alternatives and options that worked for both us and our client. My agent ...
"Our agent's research and determination found us policies that saved a tremendous amount of money while making sure revenue went up. She is an amazing advocate, and we are so appreciative of her efforts on our behalf."