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Modern Architecture

ADVANCED SALES SUPPORT

At Perennial Legacy Insurance Solutions, our Advanced Sales Team provides our agents with top-tier expertise in complex insurance planning. Our of highly skilled professionals specializes in advanced strategies such as estate planning, business succession, premium financing, and executive benefits. With their deep knowledge and experience, our agents gain access to sophisticated solutions tailored to high-net-worth clients and intricate cases. This partnership allows agents to confidently tackle even the most challenging situations, delivering comprehensive, customized strategies that meet the unique needs of their clients.

Shining a Light on Complex Projects

Our advanced sales team customizes creative solutions based on your client's individual needs and provides you with the back-office support necessary to get you from concept to close.

Lighthouse

Person Planning

  • Asset / annuity max

  • Funding Irrevocable Life Insurance Trusts with Life Insurance

  • Generation skipping & dynasty trusts

  • Life Insurance policy review

  • Lifetime giving

  • LTC riders on trust owned policies

  • Much more

Filament Bulb

Business Planning

  • Business review

  • Business succession

  • Business Valuations

  • Corporate split dollar

  • Executive bonus agreements

  • Insurance in qualified retirement plans

  • Key person insurance

  • Much more

Red Lantern

Charitable Planning

Clients can benefit causes that are meaningful to them with plans that incorporate life insurance

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  • Charitable giving with life insurance

  • Charitable lead trusts

  • Charitable remainder trusts

  • Much more

SHERMAN OAKS OFFICE

Check out our availability and book the date and time that works for you

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