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Business Owners and NonProfits
navigate the waters of life insurance.
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Latest from the Blog
THURSDAY, MAY 27, 2021 – 4:30 PM TO 5:10 PM EDTTAX STRATEGIES TO PROTECT WEALTH FROM PENDING TAX REFORM: SPRING UPDATEFocus: TAXES The pending changes in tax policy continue to evolve. Some of the proposals are very aggressive and are likely to impact not only investing, but your estate plan as well. Learn which provisions are…
PRESS RELEASE – 2021 brings new opportunities and a renewed focus on doing what we do best; providing independent, relevant expert advice on life insurance design and funding for families, businesses and Nonprofit organizations. For over 25 years, Founder and Principal Cory C. Grant JD has led teams and organizations in helping Americas wealthiest families…
“They are the kinetic energy in San Diego. They make the place move. The 500 leaders profiled within these pages are the driving force behind the economy and the community in the southwest corner of the United States. Without them, the region stands still.” Cory is honored to be part of the San Diego Business…
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