We solve complex situations at risk by providing simple solutions through life insurance.

Cutting-Edge Plans
Best Advisors
Global Strategies
We accomplish
Cutting-Edge Plans

Cutting-Edge Plans

Cutting Edge Plans GIS
We pride ourselves in finding cutting-edge plans that allow our clients opportunities that many other companies just don’t offer.

Best Advisors

Best Advisors

We are conservative and realistic in our assumptions and bring a team of the best advisors to the table to ensure that the right product is delivered to suit our client needs. As business owners ourselves, we deeply understand that our clients require decisions that protect them from the risks they face both in their businesses and in their everyday lives. We work diligently to bracket those risks in order to assure a worry-free future for our clients, their businesses and their families.

Global Strategies
Global Strategies, Inc.’s focus is to create, protect and enhances the value of:

  • Corporations
  • Revocable & Irrevocable Trusts
  • LLC`s
  • Captive Insurance Companies
  • Employee Stock Option Plans
  • Defined Benefit Plans
  • Wealth preservation/Growth Strategies
  • Legacy Gifting/Second To Die Designs
We accomplish
We accomplish this through:

  • Leveraging life insurance products
  • Understanding tax laws
  • Retaining cash for corporate benefits through bank loans
  • Providing personalized deferred compensation for key executives
  • Retaining & rewarding productive employees selectively
  • Leveraging lifetime funding of partners using buy/sell agreements