Founded by Bruce Prizant, The Prizant Group, Ltd. is a specialized advisory firm that focuses on the strategic use of life insurance for complex financial planning needs. The company works closely with ultra-high-net-worth families and their trusted advisors to create custom life insurance solutions for estate planning, multi-generational wealth transfer, business succession, and philanthropic goals. Their process involves in-depth analysis, portfolio design, and ongoing service and administration to ensure the insurance strategies remain aligned with clients' long-term objectives.

Founded in

United States