LIFE INSURANCE OVERVIEW

The experienced team of insurance specialists at Rose Street Advisors is dedicated to providing sophisticated programs to affluent individuals, families, business owners and executives who won’t settle for off-the-shelf solutions.  Each situation is unique and so are our solutions.  We make sure the programs we develop are tightly focused for maximum effectiveness and performance.

We understand that life insurance is a critical asset and plays a vital role in protecting and preserving the legacies of the affluent.  Our expertise and depth of understanding allows us to design custom solutions that can provide liquidity and ensure proper timing and distribution to chosen beneficiaries.  In tandem with our clients, or with their CPAs and attorneys, we will leverage all the benefits of life insurance to your greatest advantage.

Rose Street Advisors has more than $400 million of insurance in force, and as a member of the M Financial Group we have full access to its proprietary products and services. This combination, along with our expertise and collaborative philosophy, makes Rose Street Advisors uniquely qualified to meet the needs of the affluent market.

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