According to Brewster’s Dictionary of Phrases and Fables by Ebenezer Cobham Brewer, Excalibur was originally derived from the Latin phrase Ex calce liberatus, “liberated from stone”. Likewise, we seek to liberate professionals’ and business owners’ hard-earned wealth from the stone-like tax regime that encases it, through the use of efficient and effective insurance strategies.

Corporate Estate Transfer / Corporate Bond / Capital Dividend Account (CDA)

Corporate Leveraged Insurance Strategy / Living Buy-out

Key Person

Buy-Sell / Shareholders Agreement / Corporate Succession Planning

Split Dollar

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