Wealth Transfer
Stephens Insurance Services Inc. offers guidance in the very specific area of wealth transfer planning. We assist high net worth individuals in the complex estate planning process by providing the highest quality of service and products.
We work closely with our clients' tax and legal advisors to ensure the transfer of business and personal wealth to successive generations while minimizing the effect of federal estate tax liability. Above all, we solve the problems of wealth transfer with the utmost respect for our clients' time, experience, and privacy.
Our Wealth Transfer services include:
- Personal Estate Planning Solutions
- Personal Life Insurance Planning
- Sale of Existing Life Insurance Policies for Cash
- Disability Income Insurance
- Medical Insurance
- Long Term Care Insurance
- Deferred & Immediate Annuities
Strategic Planning
Wealth transfer planning is more than a one-time event. Wealth transfer it is a process driven by client objectives and their specific needs. Stephens Insurance Services can provide you with consultation and service in all aspects of the wealth transfer process. Our services include:
- Initial and Ongoing Needs Analysis
- Plan design
- Plan Implementation
- Plan Administration
We look forward to partnering with you to ensure the preservation and transfer of your assets to your family, business, or charity. Please contact your Stephens Insurance Advisor for a personal consultation.
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