SML Services: Superior Experience
We closely collaborate with our clients and their advisors to design efficient estate tax funding strategies through sophisticated life insurance arrangements. SML underwriters then work aggressively to secure coverage at the most efficient pricing. We work exclusively with leading carriers and maintain the highest levels of influence with each vendor partner. These crucial relationships translate into superior pricing and service for our clients. Properly designed coverage and funding strategies require precise annual administration and projection monitoring. Our dedicated team is solely focused on policy performance reports, annual reviews, split dollar analysis, trust administration functions and confidential client communication.
For additional information regarding Estate Planning, please contact us at info@smlinc.com