Wealth Planning

Applications for Life

Applications for Life was developed to provide Families, Professionals, Business Owners and Charitably inclined people and organizations with Personal and Estate Planning, Business Continuity, Wealth Creation and Tax Minimization. After more than 25 years providing consultative planning and insurance services to high net worth individuals and businesses, it was evident that knowledge and services in this space was narrow in scope and didn’t provide a high level filter to the life insurance industry.