Helping Successful Families,
Business Owners and NonProfits
navigate the waters of life insurance.
Results We Help You Achieve
RETAIN YOUR BEST EMPLOYEES
Our executive compensation programs provide meaningful financial incentives for key employees that will increase your company’s bottom line and its market value.
SAFEGUARD YOUR BUSINESS
There are cost-effective ways to protect yourself, your family, and your company in the event that you or another owner dies, retirees, or becomes disabled
PROTECT YOUR FAMILY
You can achieve peace of mind knowing that you can spend as much you need during lifetime, and have remaining assets pass to your heirs with minimum taxation and maximum protection.
Putting Life Insurance to Work
Help your organization attract, reward, and retain its key employees, improve yields, and increase charitable donations.
Safeguard your family and your company with a business succession plan funded with life insurance.
Protect your assets, provide liquidity, and prevent disputes among your heirs after you are gone.
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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