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Our main focus is to support the brokers that work with us to deliver the best of class solution for their clients. CFG Brokerage Network has the expertise and infrastructure to support all case types.
Business Planning
- Business Succession Planning
- Business Protection Planning
- Key Person Insurance
- Buy/Sell Insurance
- Exit Planning Strategies
- Worksite Voluntary Benefit Plans
Financial Planning
- Retirement Planning
- Protection Plan Analysis
- Estate Planning Integration
- Education Planning
- Long Term Care Planning
Special Needs Planning
- Special Needs Trust Funding
- Risk Management
Estate Planning
- Estate Tax Projections
- Tax Minimization Strategies
- Advanced Gifting Strategies
- Family Business Integration
- Trust Planning Services
- Life Insurance Trusts
- Healthcare Proxies
- Will Management
Executive Benefit Solutions
- Supplemental Executive Retirement Plans
- Group Carve-Out Plans
- Deferred Compensation Plans
- Pension Plans
- Executive Bonus Plans