LIFE, DISABILITY, LONG-TERM CARE PLANNING

Rose Street Advisors utilizes best practices to design sophisticated insurance programs to meet the need of affluent individuals, families, executives and business owners. Our membership in the exclusive M Financial Group allows us to offer wealth preservation and life insurance solutions you will not find anywhere else.

Businesses

  • Buy-sell funding
  • Key person coverage
  • Deferred income-replacement disability programs
  • Succession planning

Affluent Families

  • Estate tax planning
  • Estate equalization
  • Wealth transfer
  • Charitable giving

Executives / Professionals

  • Supplemental retirement plans
  • Personal life insurance planning
  • Disability / Income-replacement coverage
  • Long-term care planning