Thursday, November 20, 2008   Welcome, Guest!

Great Professionals Produce Results Of Enduring Value.

Executive Capital Resources is an insurance advisory firm specializing in family wealth transfer, business continuity and executive benefits. We have built a reputation of excellence - serving generations of successful individuals and their businesses with expert counsel, exceptional service and superior products.

Our clients generally seek our assistance when confronting one of four broad issues including Executive Compensation, Succession of Ownership, Estate Planning and Buy-Sell Arrangements.

In conjunction with our clients' accountants, attorneys, & other professional advisors we help design, implement and monitor workable solutions to the above problems. While insurance plays a key role in each of the above scenarios, it is but one of the tools by which we help clients achieve their objectives. Our true value to our clients is our creativity, ingenuity, and service.

Before clients select our firm to represent them, they often ask many questions about what distinguishes us from the rest of the marketplace. Interestingly, very little of the information requested has to do with insurance illustrations. Instead, the questions typically deal with experience, expertise, administrative capabilities and emphasis on working with high net worth individuals, their families and their businesses. We believe our team's experience, expertise and administrative capabilities are the key ingredients as to why we are chosen.

There are numerous pitfalls in the structure of both the ownership and the internal make-up of insurance policies. Insurance companies are notorious for creating illustrations with overly aggressive mortality, lapse ratio and expense factors. We disclose these variables to our clients. Additionally, we have the ability to "stress test" insurance policies that are in place as well as policies being considered for acquisition.

Please contact our office should you require additional information.