TPG Financial was asked to join the estate planning conversation in early 2019 and we assisted in evaluating a variety of insurance types and funding methodologies that could minimize premiums while providing a high degree of certainty as to product performance.

TPG Financial was introduced to a high net worth couple in order to complete a policy review of multiple in force life insurance policies related to their business succession plan and personal estate plan.  We discovered the clients were over-insured for the business needs and underinsured for their personal estate needs.

TPG Financial was introduced to a high net worth couple in New York for a simple policy review of multiple in force life insurance policies. TPG Financial reviewed these policies as part of their business succession plan and personal estate plan to discover they were over-insured for the business and under-insured for their personal estate.

If you have a client whose child has special needs, at some point the client probably has thought “What will my child’s life be like when I’m no longer around?”