Worried that your financial strategy is Missing Something?
We’re here to help you feel confident in your financial future.
Your Dreams Matter
At Tiger Wealth Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.
We can help you determine the role life insurance might play in meeting your financial needs after examining your assets, tax position and legacy planning goals.
Policy Review & Analysis
- We will review your existing insurance coverage and pricing, discuss areas for improvement and implement changes, if appropriate.
- We also offer product pricing comparisons and stress test your income.
- In addition, we evaluate your income strategy, as well as legacy plan integration, and tax and cash-flow considerations.
- We can help you maintain your lifestyle in retirement and pursue viable multigenerational wealth-transfer plans for your beneficiaries.
- We can help you identify tax-efficient strategies and distribution plans.
- We’re happy to provide information on wealth strategies to your loved ones.
Advanced Case Design
- We can assist you with strategies for premium and private financing for large-case, asset transfer and gifting strategies.
- We offer strategies for key-employee insurance and business succession planning.
- We also offer private placement variable universal life insurance and annuities, plus asset protection strategies.
We can help you evaluate estate tax considerations and develop strategies for family gifting and philanthropic planning.
We can also refer you to professionals who provide the following services:
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.