LBG Advisors Life Insurance Services

 LBG Advisors is uniquely positioned in the life insurance arena to offer quality products, suitable to the client.  Our firm specializes in case design for individuals in WA, OR, NV, and CA.

Our firm specializes in helping to meet the needs of our clients in a variety of areas from Business Planning to Wealth Transfer.

       

 

Our firm has capabilities in the following areas pertaining to business risk management.


Asset Protection Employee Benefits Business Continuation
Accounts Receivable Financing ESOPs Buy Sell Using Partnership
ATERP Insured DB plans Cross Purchase
Captive Insurance Company Formation   Entity Purchase
    ESOP
    Key Person Coverage
    No-Sell Buy-Sell
    Stay Bonus
    Trusteed Cross Purchase
    Unilateral One Way
    Wait and See

 

 Our Firm offers individuals capabilities in the following Wealth Transfer areas:


Asset Repositioning Financing Premiums Leveraged Gifting Trusts
Annuity Arbitrage Premium Financing FLP Credit Shelter Trust
Annuity Maximization Private Financing GRAT / GRUT Dynasty Trust
Estate Maximization Private Split Dollar IDIT GRAT / GRUT
Income Maximization     IDIT
Life Insurance as an Asset     ILIT
Life Settlements      
Policy Review      
Stretch IRA      
Survivor Survivorship      

 

Please contact our life specialist, Matt Christensen, for more information on any of the above strategies or to discuss your life insurance needs:

 Matt Christensen

Consultant- Life Specialist

425-778-2800 ext. 309

matt@lbgadvisors.com