Insurance Planning

We will design customized strategies using a variety of insurance products so that your estate and charitable giving objectives are addressed.

We also specialize in acquiring life insurance protection for clients between the ages of 55-90, reasonably priced insurance for clients with challenging health needs, and have designed a variety of tax-efficient insurance strategies for high net-worth individuals and families who need estate liquidity.


As leaders and innovators in this industry, we have spoken and lectured on the international stage, and are members of the leading industry associations.

Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC ( to residents of CA, CO, CT, FL, MA, ME, NC, NH, NY, PA, SC, VA & VT. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. Advisory services offered through Kaleel Investment Advisors, LLC, a Massachusetts registered Investment advisor. Lincoln Financial Securities and Kaleel Investment Advisors, LLC are not affiliated.