Managing Principal
CurrentMonarch Insurance Partners advises business owners, executives and professionals - along with their family offices, attorneys, CPAs, trust officers and investment advisors - on insurance and wealth transfer planning; leaving legacies for families and communities; business transition planning; and executive benefit arrangements. Our approach has been developed over a long history of working within professional accounting and investment advisory firms, where the highest professional standards drove the development of unique processes to deliver insurance and planning solutions. The Monarch team has more than 100 combined years of experience in the insurance and investment professions, and has advised some of the wealthiest families in the country. We look forward to working with you for years to come! For individuals and families:• Life/disability/long-term care needs analysis, existing policy review & management, and new policy acquisition• Annuity product review and acquisition• Trust-owned life insurance review and management • Estate and gift tax planning• Tax-favored retirement accumulation strategies• Asset protection strategies• Life settlements• Special needs planning• Charitable giving strategiesFor businesses and their owners and professionals:• Executive benefit plan design, financing and implementation• Buy-sell agreement review and financing• Key person contingency planning• Supplemental disability insurance• Tax-deductible long-term care insurance plans• Group life and disability insuranceThe Monarch team is proud to work with Long Road Risk Management (LRRM), an exceptional outsourcing partner for all life insurance services to fee-based advisory firms. Long Road delivers a full spectrum of insurance services from customized plan designs and competitive underwriting solutions to active, ongoing monitoring and management of existing in-force policies. Together, we make the life insurance experience exceptionally better.
