Case Studies

01

Wealth Preservation for a Successful Family Business

John and Sarah, a retired couple aged 65 and 61, are the proud owners of multiple thriving family businesses and assets. Their holding company, valued at $10 million, encompasses various assets, including real estate, equities, and fixed-income investments.

View Case Study
Photo by <a href="https://unsplash.com/@erniejourneys?utm_content=creditCopyText&utm_medium=referral&utm_source=unsplash">Ernie Journeys</a> on <a href="https://unsplash.com/photos/a-house-under-construction-with-the-roof-ripped-off-r5WU0B6OUws?utm_content=creditCopyText&utm_medium=referral&utm_source=unsplash">Unsplash</a><br />

02

Wealth Preservation for a Successful Business Owner

Mr. Daniels, a 53-year-old successful real estate developer with a net worth of $19 million. Despite his substantial wealth, MA had always been skeptical about life insurance.

View Case Study

03

Comprehensive Insurance Planning for a Business Owner

William, a 47-year-old entrepreneur and owner of a successful electrical company valued at $5 million. Despite the company’s success, William faced challenges related to tax implications, wealth preservation, and financial risks.

View Case Study