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Midwest Private Client Group

By Appointment Only

(405) 513-6415

Insurance Policy Review and Management

Our team can help you and your advisors review and audit plans already put into action. Whether it be a trust funded with a life insurance policy or an old life insurance policy on the brink of disruption, we can help find solutions to make sure the plans you have put in place are unhindered. Some of the uses for an extra set of educated eyes on life insurance management and reviews are: 

·       Trusts, Revocable and Irrevocable

·       Corporate-Owned Life Insurance

·       Collateral Assignment

·       Corporate Pension Plans

·       Nonqualified Deferred Compensation Plans

·       Personal Protection