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We know that the world of life insurance planning can be complex and confusing. Trying to keep up with regulatory requirements, balance clients' risk tolerance with their estate planning goals, determine which carriers have the most compatible and competitive products, and continually monitor and manage your clients' life insurance assets to ensure that they'll be there when it's time to pay the claim, are just a few of the many challenges you face when advising your ultra-affluent clients. At 1802 Insurance™, we're here to help.
Donna M. Wanamaker, CLU®, ChFC®, CASL®
Executive Vice President, Insurance Services & Plan Design
