Insurance Planning and Advice for Individuals and Families
Managing risk constitutes a major element of your financial and estate planning needs. We provide advice and products to help those looking to protect these risks for themselves and their family.
We focus on sophisticated insurance concepts and strategies in the areas of:
Disability Income Insurance
Long Term Care Insurance
Estate Conservation Strategies
Insurance Audits (assessing insurance policies you have versus what you need)
Insurance Planning and Advice for Business Owners and Business Executives
We offer a variety of services tailored to the needs and objectives of established companies, their owners and key executives.
BUSINESS SUCCESSION PLANNING What is the most efficient way to pass on or sell your business? Whether it is to family, management, or an outside buyer, we provide advice on how to structure and fund a tax-efficient succession plan that is consistent with your wishes and goals.
BUY-SELL AGREEMENTS Do you and your business partners have a written agreement on how to transfer your business interest in the event of retirement, disability or death? We can advise you how to structure and fund a Buy-Sell Agreement.
BENEFITS FOR KEY EXECUTIVES We structure corporate-sponsored benefit programs for business owners and key executives. The programs include corporate-paid financial plans, deferred compensation and supplemental retirement plans, corporate-paid long term care insurance plans, group carve-out plans for life insurance and disability insurance plans.
PROTECTING THE BUSINESS DUE TO THE LOSS OF A KEY PERSON We provide advice and services to help protect the company from the loss of a key person resulting from a disability or death.
STAMFORD OFFICE 1266 East Main Street, 6th Floor Stamford, CT 06902 (P) 203-358-0779
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. New Canaan Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-156436 (9/20) (Exp. 9/24)