For individuals who need help with business planning (buy-sell agreement, key-person insurance), or estate planning (estate tax & liquidity planning or work with an irrevocable trust), or perhaps who have a whole life policy you're trying to escape, use this form, and Kim Ely or I will contact you directly.
I really appreciate your “fighting” for us to get the best possible rates when no one else would do that – just basically told us it wasn’t possible or didn’t even call us back. Aside from now having the insurance we need, we feel that we’ve made a friend.
Susan G., Murietta, GA
Chris was great to work with and was willing to go above and beyond over a period of several months to get me approved and to save 1000's in costs.
I fully recommend him, and have had several friends use him already.