Insurance Planning
KWM makes life insurance planning easy with top agencies, offering tailored solutions for all needs
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Liability management is important to make sure that your loved one’s are taken care of when you’re not around. Life insurance planning is also a very customized approach based on individual needs.
KWM believes that finding the right life insurance for clients shouldn’t be a difficult task. Therefore, we have partnered up with the best agencies in the tristate to bring all options to our clients. This will ensure that our clients are seeing all the best options before making a decision. Life insurance can be used as a tool or part of a structure as clients net worth increases. The following are few benefits.
- Death benefit for beneficiaries
- Tax free compounding of cash value
- Tax free income
- Liquidity for estate taxes
- Estate equalization for family held businesses and corporations
- Buy/sell agreements for corporations with partners.
Mission
At KWM, we are committed to servicing our clients with tailored strategies that are customized to client’s situations. We strive to deliver the best possible solutions according to each client’s individual goals. We work with the best partners and custodians in the industry to deliver the best services and experience.
Market Experience
KWM has been around for the past 20 years. The principals started with Morgan Stanley and UBS. KWM was founded in 2005, after it was decided to strive for a better client experience outside of the brokerage industry.