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We Design Life Insurance Tailored for Wealthy Families & Businesses, Helping Both Preserve and Grow Capital Efficiently.
Estate Tax Planning
Are you troubled by the thought of Losing hard earned family capital or assets to rising taxes and government proposed penalties against the wealthy?
Our team works with Board-Certified Estate & Probate Law and Tax Law Attorneys and CPAs in Houston. Through a collaborative effort with those Trusted Advisors, we deliver World Class Life Insurance Solutions tailored to fit your unique criteria and needs.
Business Planning
Have you worked hard to build a Successful Business that you're proud of? Do you ever find yourself up early in the morning or late at night pondering how to Drive Performance with your Key Employees? Are you ever afraid of Losing your Best and Brightest Talent to the competition?
Our team works with Board-Certified Attorneys, CPAs, and Third-Party Administrators to deliver Powerful Business Plans Designed to Help Business Owners Increase Revenue and Sleep Better at Night. Our plans can help any business Incentivize Key Employees to Increase Performance, Remain Loyal to the Company, and can even be used to Attract Top Talent.
Let us show you how an Institutionally Designed Life Insurance Plan might be right for you.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4