OUR SOLUTIONS

FOR FAMILY
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Estate & Legacy Planning
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Funding for Anticipated Taxes
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Liquidity for Debt & Mortgage Clearance
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Estate Equalization

FOR BUSINESS
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Key Person Executive Planning
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Succession Planning
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Liquidity Without Disposal
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Debt / Share Protection

FOR SOCIETY
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Multiplying your gift to your charity
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Donating a life insurance policy to a charity

FOR RETIREMENT
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Income Replacement
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Asset Protection
Charles Monat © 2017-2021 All rights reserved.