IDG is a boutique firm with extensive expertise in implementing complex and large face amount life insurance policies for the very affluent. Your advisor might introduce us if you…

  • …have annual taxable income exceeding $500,000,
  • …have amassed financial assets of $1 million to $5 million or more,
  • …own a significant life insurance portfolio with $250,000 or more of cash value,
  • …have a total net worth exceeding $10 million
  • …care about retaining and transferring your wealth
  • …have C level employees in your business whom you’d like to retain
  • …appreciate the value of tactically adding collaborative subject matter experts to your planning circle when recommended by your primary advisors

Most of the clients we are introduced to have two or more of these attributes.

The Professional Advisors we build relationships with include:

  • CPAs
  • Estate and Business Attorneys
  • Independent Wealth Managers
  • Family Office Managers
  • Private Equity Firms

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.