SERVICE
Wealth Accumulation Planning
Our Approach
Life insurance does more than just protect a family from the premature death of a breadwinner or provide liquidity to pay estate taxes. It can also create dependable retirement income or maximize wealth for future generations, all as a supplement to a client’s other assets. From hedge fund and private equity managers, to high-earning professionals and C-level executives of banks and insurance companies, clients and advisors have worked with PH Robb to build life insurance programs that create tens to hundreds of millions of dollars of value.
CASE STUDY
The brother of an existing client successfully built and sold a company before joining a prominent venture capital firm. Our client explained the recent insurance planning he had done to create tens of millions of dollars of value without having to liquidate existing assets.
After working with the PH Robb team, the client’s brother now has a plan to create over one million dollars of tax-free income every year in retirement, with a substantial tax-free death benefit that can pass to future generations or charity.
Get in touch.
For Ultra High Net Worth clients, life insurance can be a dynamic asset that accomplishes many goals. If you are wondering how life insurance may fit for you or your client, we recommend scheduling a meeting with one of our team members to learn more.