We are a multi-generational independent life insurance brokerage firm focused on providing customized solutions for our clients’ needs. Using decades of experience in the industry, our main objective is to simplify the confusing and outdated process of purchasing insurance so our clients can make an educated decision.
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At Framework Insurance & Financial Solutions (“Framework”), we believe that insurance should be purchased…not sold. We are fierce client advocates who work seamlessly within the advisor community, maintaining carrier independence and providing guidance on structuring insurance portfolios that perfectly meet client objectives. We believe that if clients are informed and educated, they will have the tools they need to make the right decision. We hold ourselves to the highest ethical standards and our advice is driven by finding the best outcome for clients. We are here to provide solutions to problems; we don’t try to fit clients into a “pre-fabricated” structure.
As a multi-generational firm, we have built Framework with multiple layers of redundancy to provide clients with the peace of mind that we will be here when you need us most.
We work within the affluent and ultra-affluent client community. Our clients are athletes, entertainers, business owners, real estate professionals, family offices, corporate executives, and those within the investment community. We are the trusted insurance experts for the clients of investment advisors, estate planning attorneys, business managers and CPAs.
The process starts by evaluating and identifying the goals that we are trying to achieve together. From there, we work closely with clients to communicate recommendations and our go forward strategy.
Pricing of insurance products is directly correlated to underwriting. As such, we devote tremendous effort on maximizing results through the underwriting process, thus leading to the best outcome for clients, regardless of carrier or product selection.
Our job doesn’t end when the policy is placed…it’s just beginning. Ongoing administration and policy auditing is just as critical a function as policy placement. We stay connected to you to make sure your insurance always reflects your current needs.
Life, disability and long-term care planning to protect income or assets.
Design and implement strategies allowing for maximum inter-generational wealth transfer and minimization of estate taxes.
Advanced financial strategies using the unique tax attributes of life insurance for enhanced accumulation and income tax mitigation.
Planning to maximize business value at exit.
· Group Variable Life Insurance and Supplemental Disability for Executives (Paid for by the Employer and Voluntary).
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