LIFE INSURANCE AS AN ASSET CLASS

Josh Gottlieb heads our Risk Manangement practice with over 35 years experience in helping clients make the right choices   Contact Josh:  xxx.xxx.xxxx jgottlieb@gottlieb-org.com

Josh Gottlieb heads our Risk Manangement practice with over 35 years experience in helping clients make the right choices

Contact Josh:
xxx.xxx.xxxx
jgottlieb@gottlieb-org.com

our philosophy

We do not view life insurance simply as a financial product nor to be used simply to provide a benefit upon the demise of the insured life or lives.  Rather, we understand life insurance as a unique asset class.   With today’s companies and our predecessor companies, we are in our seventh decade of working with this unique financial instrument.  Attributes availed only in this instrument and no others allow our planning to deliver living benefits of asset protection for vast amounts of assets, to build rivers of positive tax-free cash flow during our clients’ lifetimes while continuously providing the core benefit of significant tax-free income upon the demise of the insured. 


Why talk to us

Drawing upon decades of experience and results at a very high level, we have converted certain discrete strategies into repeatable programs that apply to a broad class of clients.  These programs are tuned for each particular client but have characteristics that reach constituencies with similar objectives and needs.  Gottlieb companies are founded or acquired in many cases to support a certain strategy or plan that Gottlieb has affirmed meets our quality review and has application to a broad group of clients and prospects within our scope.