Providing insurance solutions for estate and succession planning for high-net-worth families.

YOUR CLIENT NEEDS

Enable your clients to distribute and access their wealth efficiently.

OUR TECHNICAL EXPERTISE

Proven estate and insurance strategies.

STRENGTHENED CLIENT RELATIONSHIP 

Enhance your client relationship by providing clear financial solutions.

Enhancing your practice.

At Strategy Wealth Advisors, we work with high-net-worth individuals, families and their private companies to design, implement, and monitor insurance-based estate plans.

We work in collaboration with accountants, professional advisors, and their clients to create a customized insurance plan reflecting their goals. Then, after a successful implementation, we monitor the strategy to ensure the clients stay on track with their financial goals.

The result is:

  • Satisfied clients with an estate plan that aligns with their goals and delivers impactful positive results.
  • Advisors have the opportunity to work with a strategic partner to enhance their value-add and service capabilities.

     

    Strategy Wealth Advisors

    Working Closely with Professionals.

    Estate planning can be very complex, and most advisors don’t have time to investigate all the options their clients can choose from.

     With Strategy Wealth Advisors, you’re getting guidance from a company with detailed and technical knowledge of insurance-based estate planning.

     We use that knowledge to design a customized plan that suits a client’s unique goals –such as family, business, or wealth transfer goals.

    At Strategy Wealth Advisors, we provide:

    Life Insurance

    We design plans to suit your client’s preferences – whether that’s to provide their family with ready cash after their death or to donate the proceeds of a life insurance policy to charity and leave a long-term legacy.

    Estate & Legacy

    Use a tax-free insurance payout to help your beneficiaries cover any estate taxes.

    Set up your plan to include the option to bequeath a significant gift to a charity that’s important to you.

    We think outside the box.

    We’re continually looking for ways to increase our value-add to our clients and advisors.

    We offer a client qualification assessment that identifies clients who would be good candidates for our Strategy Wealth Advisors’ Insuris Program.

    When you come to Strategy Wealth Advisors, you’re getting:

    • Flexible plans that can cover individuals or multiple family members to leverage all available tax advantages appropriately.
    • Hands-on planning – we’re always ready to adapt to new situations to deliver outstanding results continuously.
    • Ongoing monitoring and reviews of implemented insurance strategies.