We provide the best possible service to business-owning clients by taking advantage of our numerous resources and strategies.

Business Retirement Planning:

Strategies using business dollars to provide executive benefits to retain valuable key members of the organization including the ownerusing strategies such as bonus plans through life insurance International health and income replacement.

Charitable Giving:

A donor who is already contributing to a charity or school may wish to also make a substantial gift to these organizations by consenting that they own a life insurance policy on his or her life.

Executive Benefits :

Retirement plans for business owners may be enhanced using life insurance products, health insurance and annuity products

Business Exit planning:

As a business seeks to transfer ownership concepts that seek to add value to the process including buy-sell agreements and keyman insurance benefits.



7 Merrick Avenue
Kingston 10
Jamaica W.I


Monday - Friday
8:30 am to 5:00 pm
Evenings by Appointment