Shoreview Insurance

My Goal = Your Complete Financial Security (and your Family's). 

As an independent insurance broker, dba Shoreview Insurance, I help clients use life insurance and annuities as alternative asset classes (when appropriate) to build wealth, manage risk and assure peace of mind.  

Specialties: Retirement planning. Medicare insurance. Tax-efficient wealth accumulation. Family dynasty trusts; life insurance trusts. Asset protection. Estate and family legacy planning.

Shoreview Insurance expertly assists professionals and business owners, who often start saving later in life, use IRC § 7702 and risk-free leverage to achieve tax-free retirement income and financial security. A dynasty trust is the best, but most under-utilized, tool for building and protecting a family legacy. Working with my network of specialists, individuals and businesses can grow and preserve wealth, minimize risk, and reduce or eliminate taxes (in full compliance with U.S. tax laws). Shoreview Insurance provides strategies and techniques to individuals, families and businesses for tax-efficient wealth building, tax-free retirement income, estate planning, long-term care, and business succession. My network of experts and service providers uses a team approach (together with a client's other advisors) to design optimal solutions.