The Qualities That Set Us Apart

While McNair & Company, Inc. offers a comprehensive array of insurance-based services, strategies, and tools for addressing the complex requirements of wealth preservation – how we help you use them is what sets us apart from other advisors in the field.

WE OFFER LIFE INSURANCE SOLUTIONS FOR:

• Trust-Owned Life Insurance
• Estate Liquidity
• Life Settlements
• Income Replacement
• Integrated Long-Term Care Insurance

BUSINESS PLANNING SOLUTIONS:

• Buy/Sell Protection
• Key Person Insurance
• Executive Benefit Design
• Golden-Handcuff Plans
• Deferred Compensation Plans
• Supplemental Executive Retirement Plans (SERPs)

SEEING THE BIG PICTURE/ENVISAGE YOUR GOALS:

With a clear view of your destination, the Life Assurance 360™ process will effectively enable you to architect your legacy plan by helping:

• Bring order to and solidify your legacy and succession plans
• Manage risk to your family, your business, your estate, and institutions you identify
• Eliminate or substantially reduce excise, gift, estate, and generation skipping taxes
• Protect your wealth and income from creditors
• Create an insurance policy statement to align with your critical objectives
• Insure the value of your business interests
• Recruit, retain, and reward select employees and highly-paid executives

Click here to learn about the McNair Asset Planning Partnership,™ our process to help you meet your financial goals.