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Advanced Insurance Consulting

Advanced Insurance Consulting

With extensive advanced planning, tax and legal experience, the Advanced Insurance Consulting team at LPL is able to work directly with us to assist you in complex cases. The AIC team has knowledge and capabilities including:

  • Assets & Income Maximization
  • Business Continuation Planning
  • Corporate Owned Life Insurance (COLI)
  • Defined Benefit Plans
  • Estate Planning
  • Executive Bonus Arrangements
  • Gifting Strategies
  • GRATS, CLATS & IDGTS
  • Key Person Insurance
  • Legacy Planning
  • Non-Qualified Deferred Compensation
  • Premium Financing
  • Split Dollar Plans
  • Supplemental Retirement Plans

Wendell Charles Financial and LPL Financial does not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

evan@wendellcharles.com   |  (310) 706-4179