Insurance Solutions for Wealth Advisors

Insurance Solutions
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Our risk management team focuses on common sense design, review and implementation of insurance solutions for your clients, including businesses and families, to help you identify and mitigate risks to their wealth protection, accumulation and transfer goals.

Our insurance resources for wealth advisors include:

  • Asset and income protection strategies
  • Analysis of insurance companies, including product evaluation
  • Insurance expense mitigation and product selection including life and disability
  • Forensic analysis and unwinding of complex, ineffective insurance arrangements
  • Wealth transfer, charitable giving and estate tax reduction strategies
  • Assistance negotiating executive bonus and benefits programs

Mariner Platform Solutions offers additional advisory solutions for building comprehensive wealth plans for clients including investments, tax planning and preparation, trust services and retirement planning solutions. 


Learn more about all our wealth advisory solutions:

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