Broker Check

Insurance Solutions Group

Not An Expert in Complex Insurance Solutions? Don’t Worry.

At Freedom Wealth Alliance, our Insurance Solutions Group is available to help our advisors by providing the expertise and one-on-one guidance they need, when they need it.

Our Insurance Solutions Group professionals hold designations including JD, MBA, CFP®, CLU, ChFC, and RFP®. They are available to will meet with you and your high net worth clients to develop comprehensive strategies including:
  • ·  Comprehensive Estate Planning
  • ·  Asset Protection
  • ·  Family Protection
  • ·  Charitable Planning
  • ·  Business Succession Planning
  • ·  Life Insurance Strategies
  • ·  Long-Term Illness and Related Issues
When a client situation calls for solutions that may include insurance, no matter how large or small, our Insurance Solutions Group is ready to assist. In addition to high-end consultations, the team can also manage the process of obtaining insurance quotes, facilitating underwriting, and offer you the flexibility to serve your clients’ annuity, life, long-term care and disability insurance needs.