Committed to the Growth, Preservation, and Tax-favored Treatment of Your Assets.

We designed our CAPTIVE.iq™ strategies to help small businesses and private physician groups like yours by coordinating your risk management, practice growth, and estate planning needs with COMPELLING BUSINESS CONTINUITY, RISK MANAGEMENT, and TAX RELIEF.

With professionally managed assets, our SMART-GROWTH.iq™ | SAFE-INCOME.iq™ strategies have been uniquely designed to "pensionize" your retirement with RISING INCOME STRATEGIES that are GUARANTEED FOR LIFE and FREE FROM MARKET LOSSES.

Our TAX-&-ESTATE.iq™ strategies offer an integrated approach to SAFEGUARD YOUR SMALL BUSINESS or MEDICAL PRACTICE, ensure financial resilience in evolving market conditions, PRESERVE YOUR WEALTH, and PROVIDE for YOUR FAMILY after you have passed.