Advance Design Insurance pioneered a personalized, high-level experience in which affluent individuals and families across the United States can make educated decisions with regard to their life insurance.
Many entrepreneurs, business owners, ultra high net worth individuals and advisors believe in life insurance. However, the proper policy structure, amount of coverage and premium funding architecture are predominately faulty by design.
Clients, and their advisors, turn to Advance Design Insurance's industry-leading expertise and resources for help to navigate the complex and misunderstood world of life insurance.
We extend our non-traditional insurance industry agnostic beliefs through every step of the process. Our need-intensive approach begins with the client, not a carrier or product.We vet each carrier, product, costs and underwriting parameter.
Advance Design Insurance's unique experience delivers a perfectly constructed portfolio to each client that best fits their wealth accumulation, estate preservation and transfer goals.