Advanced Insurance Consulting

Schedule a Meeting

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