Our History
This company was founded on the basic principles of integrity and client
services. Our backround originally was as Certified Public Accountants and Life Insurance Agents. As our clients
grew older and the need for large expensive life insurance policies diminished we began to realize we needed an alternative
to cashing out our existing policies or just surrendering them. In most cases our clients had invested significant amounts of
money in these policies and as they grew older and retired on fixed incomes we needed to find a way to recover their
entire premium and to also make a profit on their investment. At the same time the secondary market for
life insurance policies began to form and we realized how profitable it was for our clients as we sold off millions of dollars
in existing policies for large profits. Today we continue to help seniors profit from policies they thought they would
have to surrender for significant losses. We have an office in East Northport, New York and in Boca Raton,
Florida .
Our Philosophy
Integrity and client services based on our professional backrounds as Certified Public Accountants and Life
Insurance Agents.
