Business Owners & Executives
Our palette of comprehensive solutions encompasses funding buy-sell agreements, structuring employee group plans, and deploying wealth strategies that maximize return on investment.
Doctors, Lawyers & Accountants
Our experience in advising esteemed professionals is unmatched. From managing risk to estate planning, we help clients secure, stabilize, and elevate their financial position with limits up to $100,000 per month.
Athletes & Entertainers
Our industry-leading approach takes the risk out of any career ending injury. We leverage our clients’ position today in order to secure their tomorrow through high limit policies with limits up to $500,000 per month.
TAX, SUCCESSION, ESTATE PLANNING
The Tav Malhotra Invitational is helping future generations become stewards of money through a partnership with The Chief’s Gala and I Can We Can.