Life Insurance Planning for Wealthy Families

Many wealthy people seeking  large life insurance policies commonly need coverage to  protect their income, cover a large loan, or pay estate taxes. Many large life insurance polices are purchased on the recommendation of our client’s private office, CPA, or attorney.

For over 25 years, Affordable Life USA, has assisted many “high income” or “high net worth” individuals and their families with their life insurance planning.  We have over 25 years of experience designing life insurance planning solutions for individuals with sizeable estates. Families of wealth require access to insight, expertise, custom products and concierge service when it pertains to the design, implementation and servicing of their life insurance portfolios.

We are a boutique insurance advisory firm which focuses on wealth protection and transfer for affluent families. Our emphasis is to design and service customized life insurance planning solutions that offer flexibility for the future while meeting today’s needs.We have created an educational reference library to give successful people an easier way to learn about the advanced life insurance planning.