LIFE & DISABILITY PLANNING
Bring Confidence To The Insurance Acquisition Process
Lewis Salgado Consultants provides custom, sophisticated life and disability solutions for high net worth individuals. Known for our independence and transparency in communicating the benefits and costs of strategic alternatives.
Some of the world’s most successful entertainers, athletes, executives, and their advisors benefit from our 20 years of experience, tremendous volume and collaborative approach to resolving wealth transfer, estate planning and asset protection challenges.
Our focus enables us to channel our resources and provide superior insight and guidance on the best tools for:
- Life Insurance
- Disability Insurance
- Wealth Transfer
- Life Settlements
- Key Person Coverage
- Business Succession Planning
- Buy-Sell Insurance
For those with existing insurance, we typically recommend a Policy Audit, where we provide a thorough review of the coverage in-place relative to the insured’s goals and benchmark it to market alternatives. This valuable process brings peace-of-mind to our clients and their advisors, as they can be certain that they truly understand their policy portfolio and how it achieves their goals.
Our benchmarking process is facilitated by our tremendous access to market information, resulting from the consistently high volume of qualified insureds we present to the various insurance carriers. When their underwriters get a package from us, they know that it is complete and meets their underwriting criteria. We make their job easier for them; in turn, they provide preeminent pricing and coverage for our clients.