High net worth individuals face many complications when buying insurance. Which is why it is so important to stay on top of the situation and review your insurance coverage annually. An annual insurance review can help you explore changing needs that reflect life events and other occurrences in the previous year. The beginning of a New Year is the perfect time to conduct [...]
D,G in partnership with GB Financial now offers a unique life insurance solution for affluent individuals and families. Below is the summary of the benefits: Traditional premium financed life insurance is a structure that enables affluent clients to acquire the insurance benefits they need, without impacting current cash flow and the possible cost of gift tax associated with purchasing insurance. [...]
In April I attended a Fine Art event hosted by Chubb in their new Boston office at One Federal Street - their new digs are pretty sweet. But that wasn't why I and a few other DG people attended. Leading Edge Knowledge is one of our core values at Deland, Gibson, so to best serve our clientele we must be [...]
