We look at life insurance as a means of enhancing and protecting our clients' financial legacy - both now and in the future. Whether there is existing life insurance or a need for new coverage, our first step in the process is to listen to our clients' goals. Clear understanding sets the foundation for thoughtful plan design and long-term success.
Our practice has been built to provide clarity, consensus, and confidence for our clients and their advisors. This has been our craft since 1941: sophisticated solutions, simply expressed. We believe there is power in understanding, strength in the facts, and value in being heard. We believe there is power in knowledge, strength in trust, and value in reaching the right decisions.
Our practice has been built to provide clarity, consensus, and confidence for our clients and their advisors. This has been our craft since 1941: sophisticated solutions, simply expressed. We believe there is power in understanding, strength in the facts, and value in being heard. We believe there is power in knowledge, strength in trust, and value in reaching the right decisions.
Services
For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners protect their wealth and wishes. Take a moment to meet us. Since 1992, Morehead Group has been a member of PartnersFinancial, a client-focused community of select life insurance firms.
A clear approach and process drives intentional results. We look at life insurance as a means of addressing our clients' financial needs - both now and in the future. Our focus on implementing comprehensive insurance strategies that deliver tangible results leads to better outcomes for our clients and those who are most important to them.
Since 1941, professionals with Morehead Group have provided comprehensive life insurance strategies to affluent individuals, families, and closely held businesses. Throughout client engagements, we address a wide variety of financial concerns including estate taxes, intergenerational wealth transfer, business continuity planning, and philanthropic strategies.
Our experience with high-net-worth clients has given us an understanding of the specific challenges and concerns they face. We believe that effective wealth planning takes more than just one specialized professional - it takes a team of professionals, each working within their area of expertise to achieve the client's goals.
Browse our curated selection of publications or search by topic for easy-to-understand information about relevant financial concepts and strategies. Cleaning Out the Attic, Analyzing My Life Insurance, and Other Tasks I Never Get Around To. Every policy needs to be reviewed periodically, especially when life circumstances change.
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