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INTELLIGENCE

Strategic Life Insurance for High Net Worth Individuals

 If there's one thing that JR KATZ financial professionals have, it's experience. For over   40 years we have guided generations of families, individuals and businesses in their financial endeavors.  

 

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Asset Protection

through Tax

Planning

The secret behind the success of JR KATZ’s clients is found in our unique perspective on insurance and how it can work for you to protect and promote your wealth and legacy. Our financial professionals are your strategic partners, dedicated to advocating you and your brand through all stages of tax planning, asset protection, and wealth management.   

 

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About JR KATZ

Intelligence

Wealth Transfer

Executive Benefits

  • Retirement and Risk Management

Related Capabilities

  • Corporate Benefits, Retirement Planning, and Risk Management

STRATEGIC LIFE INSURANCE FOR HIGH NET WORTH INDIVIDUALS

If there's one thing that JR KATZ financial professionals have, it's experience. For over 40 years we have guided generations of families, individuals and businesses in their financial endeavors. We find that going beyond what is expected is where our success lies. By avoiding cookie-cutter solutions and by utilizing malleable processes, we are able to develop the most innovative and successful strategic life insurance structures to suit our clients individual requirements.

Our life insurance strategies are designed to help uncover ways to ensure your legacy. We offer custom-crafted wealth transfer solutions backed by dedicated implementation and outstanding service.

At JR KATZ, we feel that our values are reflected in the level of results we consistently deliver. For high net-worth individuals we offer almost four decades worth of life insurance solutions that optimize the impact of their wealth and wealth transfer strategies. Whether clients require personal or business-related strategic insurance solutions, JR KATZ creativity and resources are unrivaled in delivering solutions that incorporate a wide range of insurance based solutions.

Innovative Life Insurance Strategies

Think of JR KATZ as your partner; rather than placing clients in categories, we approach the discovery of life insurance solutions as an advocate. This helps us uncover the optimal solutions for our clients’ individual needs. We have a unique ability to understand and facilitate wealth and success goals and enable our clients to accomplish their vision for family, business and community legacies. JR KATZ professionals are passionate about what we do… and part of our service is helping our clients achieve their dreams.

Proper wealth management begins with designing your unique mold. We will take a look at where your family and your business intersect, where you can benefit from the overlay of various taxes through life insurance, and how you can give back to the community that has supported you, a fulfilling goal you can achieve sooner than you may think.

Life Insurance Planning for High Net Worth Individuals

JR KATZ is committed to the highest standards of ethics. We avoid high-risk transactions and pride ourselves on being aggressively cautious while remaining cautiously aggressive. Our financial professionals can help high net-worth individuals maintain assets of illiquid estates, provide equally for their heirs in any financial situation, and ensure that their inherited wealth promotes their legacy.

Our highly strategic, carefully coordinated approach to wealth management ensures our high-net worth clients’ financial legacies are being realized. We are focused on the use of life insurance and have developed the skills required in this specialized field.

Life insurance is dynamic. It is the newest non-correlated asset class, offering the power to protect and promote wealth.

JR KATZ uses your distinct aspirations as our strategic framework. The goals you envision today can be achieved with our proven strategies.

Start making your insurance work for you. Contact JR KATZ to discuss your individual requirements today.

Start making your insurance work for you. Contact JR KATZ to discuss your individual requirements today.

 
 
ASSET PROTECTION THROUGH TAX PLANNING

The secret behind JR KATZ’s is found in our unique perspective on insurance and how it can work for you to protect and promote your wealth and legacy. The financial professionals at JR KATZ are your strategic partners, dedicated to client advocacy, protecting your brand through all stages of tax planning, asset protection, and wealth management.

In designing asset protection strategies and tax planning programs, we talk with you one-on-one. We get to know you and your company in order to direct the best strategy for your unique situation. Our expertise comes from advising generations of clients as well as the study and advancement of actuarial science. We avoid high-risk transactions and pride ourselves on being aggressively cautious while remaining cautiously aggressive.

The JR KATZ difference is found in the way we assess our clients. We take care of your current concerns and adhere to your preferences - be it for tax planning, asset protection, or any other services. Our approach equips you with new tools to harness your wealth and realize your objectives. This driving focus on what life insurance can accomplish is demonstrated in each step of our process.

How Life Insurance and Asset Protection Are Related

In a strategy review, our financial professionals will present only concepts that are designed to benefit you and your company. There are many innovative ways to harness the unique financial dynamics of insurance, and we can help you unlock these benefits to reach your financial goals.

Additionally, an existing portfolio is reviewed based on policy performance, carrier financials and insured health. Each of these interrelated areas begins with the most basic assessments and escalates to more highly sophisticated analyses. JR KATZ submits formal life insurance applications as the final step in the acquisition process in order to protect our clients and their access to the life insurance market, now and in the future.

JR KATZ takes the worry out of managing your wealth by maintaining control of critical and confidential information. The details of your asset protection, wealth transfer strategies, and tax plans are kept confidential. Reviews are always conducted before anything is shared. In addition, we keep you fully informed and up-to-date on the status of each policy. We provide regular reviews, updates and structural evaluations that address any issues that arise. Our financial professionals are passionate about keeping you safe in order to secure your wealth and legacy.

Life Insurance Solutions Fused With Innovation

If that weren’t enough, JR KATZ also accesses cutting-edge technology and financial and actuarial resources to provide in-depth research and industry overview. While other organizations claim to have market access, JR KATZ enjoys true market influence through PartnersFinancial. The resources they provide allow our staff to conduct advanced portfolio management, risk management analyses as well as other planning designs. Additionally they provide direct underwriting interface with over 20 major life insurance companies. All this allows us to take insurance beyond the numbers and infuse it with intelligence, insight and ingenuity. This is what sets JR KATZ apart.

© 2020 JR KATZ. All Rights Reserved. | One Northbrook Place 5 Revere Drive, Suite 550 Northbrook, IL 60062 | 847-564-8430 | Privacy Policy | Important Notice Regarding Compensation

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives 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.