Protect the life you have built.
For high-net-worth individuals and families in Las Vegas, protection questions often involve more than a policy: income, personal liability, business interests, and the people who depend on you. We bring these questions into view alongside your identified priorities.
Start with the questions that matter
Risk management begins with what you want to protect and where uncertainty is significant. Within the agreed scope, we can discuss life and disability insurance needs, existing coverage, long-term care considerations, and personal liability. The goal is to clarify issues for exploration with an appropriately licensed professional, not assume one answer fits every household.
See coverage in the context of your financial life
Coverage decisions can be considered alongside liquidity, income needs, concentrated business exposure, and changing household responsibilities. Within the written scope, we coordinate discussions and follow-up using information and priorities you share. Financial planning is optional and offered only through approved MMLIS representatives.
Bring the right professionals into the conversation
Key-person coverage and buy-sell funding can raise insurance, legal, and tax questions for founders and executives. We can facilitate discussions with independent, client-retained attorneys and tax professionals; they remain responsible for their legal and tax advice. Appropriately licensed professionals provide insurance services. Clients and retained professionals make and carry out their own decisions.
Revisit the conversation as life changes
A new business role, move, family change, or asset shift may prompt a review of protection questions. We can arrange agreed follow-up as circumstances change, keeping it connected to your broader financial priorities. The work, any insurance services, and applicable compensation depend on written agreements and relevant disclosures.