Broker Check

Estate/Asset Protection Solutions

A part of our process is to introduce you to strategies designed to protect your assets, coordinating them with your estate, retirement, legacy or succession plans. We will identify which insurance products can potentially provide your desired results for your particular situation. Sometimes life can throw us a curve ball. Having some defense against life’s uncertainties, can often provide a sense of security for you and your loved ones.

We will evaluate your current insurance for type and amount in relationship to your goals. We will determine if the economics can be improved. We have sophisticated modeling tools to help us identify and quantify the appropriate amounts of insurance to meet your goals.  We consider all aspects of asset replacement, tax efficiency, estate preservation, and business continuity.

Our areas of expertise include:

  • Life Insurance
  • Long Term Care
  • Annuities
  • Disability and Disability Buy/Out Insurance
For a complimentary consultation or independent evaluation of your existing policies, please email Anita Grossman at or call (856) 488-2849.