BACK9 Advanced Tax Planning Solutions is a business-to-business firm that functions as a partner to financial advisors, CPAs, and attorneys. The company's mission is to empower these professionals by providing institutional-level case design, advanced sales concepts, and underwriting expertise for complex financial planning needs. They specialize in utilizing insurance products—such as life insurance, long-term care, disability insurance, and annuities—to create sophisticated solutions for wealth transfer, estate planning, tax mitigation, and business succession for high-net-worth and ultra-high-net-worth individuals and families.

Founded in

United States