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LIFE INSURANCE
Advanced Marketing
Summit Alliance Financial LLP works with its various carriers to provide cutting-edge life insurance sales strategies and to provide creative solutions that meet a variety of client sales goals and objectives.
Premium Financing Experts
In this ever-changing world of premium finance with multiple funders, Summit Alliance Financial LLP is able to find the right funder for your client's situation. We partner with companies like Goldman Sachs to offer as many possibilities to you and to your client possible.
Business Needs Planning
Business Succession and Buy-Sell
Estate Planning
Blended Family, Bypass Trust, Dynasty Trust, Family Limited Partnerships, Foreign Nationals, Special Needs Trust, Spousal Support Trust, Charitable Planning
Executive Benefits
401(k) Look-Alike Plan, Deferred Compensation, Executive Bonus, REBA, Section 457 Plans, Split-Dollar Arrangements, sERPs
Retirement Planning
412(e)(3) Plan, Annuity Maximization, IRA Maximization, IRA Stretch-Out