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CLIENTS

Advocacy and independence are crucial.  For that reason, our firm is not beholden to any organization. 

 

The concept of simultaneously representing both carrier and client is a myth.  Insurance companies are merely a source of supply

 

Consistency is vital to achieving long-term goals.  CI takes pride in its relationships, many of which span multiple decades and generations. 

 

Our clientele consists of prominent families, privately-held companies, professionals, executives, entertainers, and athletes. 

 

Their objectives include efficient estate transfer, legacy enhancement, asset class diversification, tax-advantaged accumulation, business continuation, executive retention, and charitable gifting. 

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