Category: New and Improved

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 and business owners achieve their estate planning and business succession goals.

Grant Partners is uniquely positioned to continue providing laser focused, actionable advice for those interested in receiving unbiased advice regarding life insurance. The firm continues to serve Nonprofits, Families and Businesses. The new structure of Grant Partners will allow Mr. Grant to focus on clients and planning solutions rather than managing an organization.

Grant Partners will also leverage the wisdom of the Advisory Board of Directors, and from Partner firms in Florida, Nevada, Arizona and Texas. “We continue to see families and businesses relocating to more tax friendly states. They are looking for advisors that can provide relevant guidance” according to Mr. Grant.

“It really is great to have a resource like Cory to help my clients” Says longtime Sarasota based RIA Len Leetzow. “I have over 40 years in the business, and every time I bring Cory into an interaction with a client, it’s a positive and a productive experience. By affiliating with Grant Partners, we have really been able to leverage our service model and bring value to our clients.’

While Grant Partners has a national presence, the commitment to San Diego is obvious. “ I was born and raised in San Diego. I love this town and being known as one of the top life insurance professionals in the community” said Mr. Grant.

You can find us at our new location, just upstairs from our previous office in beautiful Solana Beach. Be sure to update your contact information:

www.grantpartnersinc.com