OUR SOLUTIONS

FOR FAMILY

  • Estate & Legacy Planning

  • Funding for Anticipated Taxes

  • Liquidity for Debt & Mortgage Clearance

  • Estate Equalization

FOR BUSINESS

  • Key Person Executive Planning

  • Succession Planning

  • Liquidity Without Disposal

  • Debt / Share Protection

FOR SOCIETY

  • Multiplying your gift to your charity

  • Donating a life insurance policy to a charity

FOR RETIREMENT

  • Income Replacement

  • Asset Protection

Charles Monat © 2019 All rights reserved.