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.