Sophisticated life insurance solutions are among the last effective income-tax planning strategies remaining for high net worth individuals and businesses. Wealth can take a lifetime to build, and a few lines of tax code to erode without proper planning. Life insurance has long enjoyed unique income tax attributes that can be used to retain, enjoy and transfer wealth without income tax erosion.
High net worth individuals and businesses need an experienced partner they can trust to assist with these complex financial products while focusing on obtaining best pricing possible. Cohn Financial Group, LLC (previously CFG Business Solutions) has been the trusted partner of many clients for over 25 years.
High net worth individuals and businesses need an experienced partner they can trust to assist with these complex financial products while focusing on obtaining best pricing possible. Cohn Financial Group, LLC (previously CFG Business Solutions) has been the trusted partner of many clients for over 25 years.
Services
Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning and is a leader in Private Placement Life Insurance (PPLI). CFG works exclusively with high net worth families, individuals, RIA's and family offices throughout the United States. Sophisticated investment structures utilizing life insurance require unique expertise.
For nearly 3 decades CFG has worked with some of the most affluent individuals and families across the country. CFG is qualified to handle the most complex life insurance cases with portfolios exceeding $500,000,000. CFG designs and implement customized life insurance portfolios to meet our client's specific needs.
Since 2006, our core focus has been providing customized private placement life insurance (PPLI) and variable annuity (PPVA) solutions for qualified affluent individuals and entities.* PPLI is designed as a tax efficient investment, with the death benefit being secondary. PPLI allows investors to defer and potentially eliminate the income tax on the most tax-inefficient assets in their portfolios, thus maximizing returns.*
Executive benefit plans are designed to provide meaningful value to a company's key people. They can be implemented as a supplement to a base group plan or as a standalone plan for the executive group. Subject to regulations and limited by tax implications, executive benefits plans can be as broad and creative as desired.
CFG has been working with high net worth and ultra-high net worth families for almost 30 years to provide life insurance solutions that help them protect, preserve and pass wealth efficiently. Our approach goes well beyond mere product recommendations. We add value by working together with our clients existing advisors to offer solutions that consider our clients specific objectives, estate and tax planning, ownership, and funding.
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