Founded on the legacy of Howard Kaye, who entered the life insurance business in 1962, the agency specializes in the creative application of life insurance for wealth preservation and transfer. The firm focuses on serving affluent clients by designing strategies to minimize estate taxes, facilitate business succession, and create tax-free wealth for future generations. They are known for concepts like "Wearable Life Insurance®" and leveraging life insurance products to solve complex financial planning challenges for their clientele.

Founded in

United States