FAP is built as a specialized resource to top tax, investment, and legal advisors, and family offices that seek an expert life insurance advisor.
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We carefully design each portfolio pursuing best underwriting results and most efficient product performance from the highest rated carriers.
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We are a 40 person boutique national firm focused on managing large life insurance portfolios as a tax advantaged asset class.
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Recent Trends Affecting Large Trust-Owned Life Insurance
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Watch Your Back... And Cover Your Tracks: A Lawyer's Role in Trust-Owned Life Insurance
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Life Insurance Planning After the 2010 Tax Act
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Leveraging Large Taxable Gifts in 2010 with Life Insurance
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ILITs and the GST Tax: How Do We Fund Premiums in 2010?
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Checking Under the Hood: Trust-Owned Life Insurance Needs to be Monitored Just Like a Portfolio
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ILIT Trustees Bridge Out Ahead...Lock in Your Navigation System Now
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Abandoning Domicile in Massachusetts: Attention to Details Plus a “Gut Check”
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