Wealth Preservation

The placement of high-limit/high-profile life, disability or accident insurance (HLI) requires unique brokerage skills as well as a thorough understanding of the reinsurance markets. Aon Executive Benefits is uniquely qualified to assist with HLI consulting and implementation due to our global brokerage and reinsurance resources. Our in-depth expertise in personal, corporate, trust, and bank-owned life insurance placement and administration bring unmatched value to your planning needs. Let our underwriting, accounting, legal, finance and actuarial science team bring peace of mind to your large insurance placement.

Our brokerage services include:

• Life insurance placements in excess of $300,000,000 per insured
• Disability insurance placements up to $500,000 per month or in excess of $100,000,000 lump sum per insured
• Accidental death insurance placements in excess of $100,000,000 per insured
• Private Placement Life Insurance – U.S. compliant only

Our consulting services include:

• Pre-underwriting medical evaluation and health risk class assessment
• Product modeling for 25 plus top domestic and international insurance underwriters
• Evaluation of insurance financing strategies
• Foreign travel and/or resident risks
• Life settlement consulting