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Special Needs? We Can help!

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.

Special Needs

Hurry! Limited Spots Available

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.

Richard W., St. Thomas, US Virgin Islands