Personal & Corporate Insurance Planning

The products and services offered by our Personal & Corporate Insurance Planning team are designed to assist high net-worth individuals in protecting and conserving their personal and family finances, as well as to allow businesses and business partners to guard their financial interests and key employees.

For individuals:

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Retirement Planning
  • Second-to-Die Life Insurance
  • Estate Tax Funding & Reduction Techniques

For Corporations:

  • Key Man Life and Disability Insurance
  • Corporate Owned Life Insurance (COLI)
  • Business Continuation Planning
  • Split Dollar Life Insurance
  • Employer Sponsored Life & Disability Insurance
  • Executive Carve-Out Life & Disability Insurance
  • Supplemental Individual Life & Disability Insurance
  • Buy-Sell Agreement Funding

For additional information about our Personal & Corporate Insurance Planning Practice or other insurance needs, please email WGA at, call us at 888-261-8884, or click here to tell us more about your specific needs.