OVERVIEW

 

Life insurance may be the most versatile of all financial instruments.  With its many applications, CI has remained singularly focused in this area.

 

Our expertise includes efficient estate transfer, legacy augmentation, tax-advantaged asset accumulation, business continuation, executive compensation, charitable gifting, and life settlement strategies.

 

CI is technically oriented, with a process including policy analysis, product structuring, funding programs, underwriting negotiation, and portfolio management.