Estate Conservation and Wealth Protection
Innovative Wealth Partners (IWP) is an independent Wealth Protection and Estate Conservation firm that specializes in utilizing advanced life insurance programs to address the often sophisticated estate, charitable and business succession planning needs high net-worth clientele and their families require. IWP submits its business through leading insurance distributors which provide access to and underwriting from top-rated carriers. The additional expertise of these relationships helps Innovative Wealth Partners achieve our mission of delivering customized insurance solutions, through personalized local service, support and value.
- Complimentary Policy Review
- Estate Liquidity with Life Insurance
- Estate Planning Alternatives
- Gifting Strategies
- Key Person Insurance
- Buy-Sell Insurance
- Policy Review
- Premium Financing
- Tax Efficient IRA Transfer
- Long Term Care Insurance
- Product Comparison
- Policy Acquisition
- Wealth Diversification with Life Insurance
- Wealth Replacement
- Annuities and Annuity Arbitrage
- Impaired Risk
- Stock-Redemption
- Charitable Funding
Product Offerings
- Universal Life
- Survivorship Universal Life
- Whole Life
- Survivorship Whole Life
- Term Life
- Survivorship Term
- Fixed Annuities
- Indexed Annuities
- Indexed Universal Life
- COLI Products
- Long-Term Care
- Disability Insurance and Lifetime Settlements