GIS

GIS handled the estate of a developer/owner who manages over 30,000 apartment units throughout the U.S. After analyzing the concerns of the estate and working closely with his third party administrator, the GIS solution was to fund a high cash value advanced life insurance policy using money already in place. We provided the client with an insurance plan that not only paid dividends but also secured the funding for the defined benefit program. Additionally, it added coverage for the estate and addressed long term care concerns... Good execution is the key to business success. GIS has a strong management and operations team to ensure successful execution of your strategy. As the Southwest's leading investment strategy consultants, we promise less complexity and deliver more value. We find ways to resolve financial planning issues that in-house staff can't fix... A female entrepreneur hired GIS to put together her estate so that it would include coverage for long term care as well as..

Primary location: Tucson United States