Wealth Preservation
Protecting one’s assets is key to successful wealth management. One important aspect of asset protection is insuring against certain risks. VisionTree Financial Advisors, through our partnership with Allegis Advisor Group, is uniquely positioned to meet our clients’ needs for comprehensive and independent wealth preservation and insurance brokerage services. It is common that a particular insurance vehicle provides the solution to an estate planning, asset protection strategy, or even retirement income need. Through VisionTree’s relationship with Allegis, our clients have access to a wide range of insurance products from the nation’s most highly regarded insurance carriers that are vital to protect, grow, and/or transfer wealth.
Independent Insurance Brokerage and Risk Management Consulting:
- Independent life insurance
- Business life insurance
- Disability insurance plans
- Long term care insurance
- Captive insurance companies
- Solutions for athletes and entertainers
Employee and Executive Benefits:
- Group life insurance
- Group disability insurance
- Key person
- Buy-sell plans
- Non-qualified deferred compensation plans
- COLI/BOLI
- Split dollar insurance strategies
