Providing Life Insurance Expertise to High Net Worth Clients and their Advisors
STATEMENT OF PRINCIPLE
Our clients' interests are paramount. Client trust is the most important measure of our success. Trust is not based on faith. It is earned through the clarity of our communications, the thoroughness of our analysis, the care we take in protecting personal information and our ability to deliver and service exceptional client service.
We are life insurance experts. We coordinate life insurance planning with the client's appointed investment, legal and tax advisors as directed.
As we work with the most sophisticated planners in the country and can advise on estate and tax planning techniques used to the fund the purchase of life insurance
We practice full disclosure. We share underwriting results and premium information with the clients and advisors so they can make an informed decision
Large Case Expertise
Our underwriting process is designed specifically to protect the interests of clients to ensure best possible policies at the best possible rates with financially strong insurers
We understand that policy servicing is more complex for large case portfolios. Large cases generally involve several carriers and may require specialized tax reporting
Craig co-authored Bloomberg BNA "Life Insurance -- A Practical Guide for Evaluating Life Insurance". This book is written for the top legal and accounting professionals
Managed the Life Insurance Services Group at Deloitte, a big-four consulting firm
Served as a Product Development officer for a life carrier
Seawall represents many of the largest and best life insurance carriers in the country
Seawall aggressively seeks bids from these carriers to optimize client outcomes
We do not maintain any special compensation arrangements with carriers through reinsurers or stock compensation plans
Few firms are dedicated to the large case life insurance market.
We offer expertise, a consultative approach and independence. We work with some of the most recognized and important wealth advisors in the country.