Our experts are well versed in discovering custom solutions to fix our clients’ problems. Below are a few of the unique situations our team has encountered, and how we delivered.
One of our clients, a successful business owner, spent years building a thriving family business. He was ready to retire and had already established a succession plan with his son, but his estate plan was much more complicated.
A successful real estate investor had previously purchased a sizable life insurance policy for her succession planning needs, which she paid for using the cash flow from her real estate investments.
Multi-participant life insurance deals are often sophisticated and have a lot of moving parts, but our team at Wintrust Life has continuously proven to have the expertise to get them done.