Crown’s unique expertise and knowledge of complex life insurance strategies has added tremendous value to its clients’ estate and legacy plans. In addition to in-house experts, Crown has relationships with some of the most well-respected insurance advisors in the country. Crown’s advisory and transparency-based approach has helped it earn the trust and loyalty of its clients and their families.
"Crown's creative style has helped clients take advantage of the tax benefits offered by various
life insurance and annuity strategies."
"Crown's creative style has helped clients take advantage of the tax benefits offered by various life insurance and annuity strategies."
Crown Financial Partners
A few examples of how Crown utilizes life insurance:
Wealth Transfer Vehicle
Many of Crown’s clients are exceptionally successful entrepreneurs and professionals from a variety of industries. Over the years, these clients have amassed substantial assets and large estates. Crown works closely with these clients and their advisors to ensure the most efficient transfer of assets from generation to generation. Crown’s knowledge of sophisticated life insurance strategies, such as inter-generational split-dollar arrangements, has helped many of its clients accomplish these goals.
Tax-Efficient, Cash Alternative Vehicle
In the current environment of high taxation and low interest rates, Crown’s clients have found it increasingly difficult to identify low-risk, tax-efficient investments. Crown has been successful at utilizing various insurance products to accommodate these objectives.