Our FLAH & COMPANY team specializes in the creation of customized life insurance solutions for ultra high net worth families and family offices. We have been working collaboratively with the nation's top attorneys, CPAs, and investment advisors for over 30 years. We offer a variety of services to ensure your success.
Far too often Estate Planning means nothing more than providing liquidity to pay potential estate taxes. In its true form, the art of Estate Planning encompasses far more than calculating a tax bill. At Flah & Company, we can help you identify insurance products that can be used not only in estate planning but also in the rest of your vision for the legacy you leave behind for your family and society as a whole.
Far too often Estate Planning means nothing more than providing liquidity to pay potential estate taxes. In its true form, the art of Estate Planning encompasses far more than calculating a tax bill. At Flah & Company, we can help you identify insurance products that can be used not only in estate planning but also in the rest of your vision for the legacy you leave behind for your family and society as a whole.
Services
Dan Stanley brings more than 25 years of life insurance experience to Lion Street. Dan has run operations for several insurance carriers and distributors, with specific expertise in finding solutions to optimize the customer experience. Dan has held several key roles over the years: Vice President of Operations at Ash Brokerage, Vice President of Underwriting at Partners Financial, and Director of Operations at ING.
Our client had life insurance with two major, top-rated mutual carriers that he thought would be "paid up in ten years". It wasn't. We convinced both carriers to honor the original agent's well documented "10-pay"commitment, saving the client a minimum of $422,000, more likely substantially more. Additionally, every premium dollar saved also saves 47 cents of gift taxes.
We work with co-professionals in our area who see the value in our services and then refer clients to us. We speak with our co-professionals and their referral, both together and separately, to gain insight on what the needs of the client are. We examine the client's existing policy to determine if it still meets the needs of the client, as determined in the Discovery Process meeting.
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