Our Offerings

 

POLICY & TRUST MONITORING

The insurance landscape is constantly changing. We stay current on interest rates, new product offerings, and carrier ratings. When your policy is affected, you’re the first to know.

This is what makes us different.

UNDERWRITING SERVICES

We leverage decades-long relationships with virtually every major carrier to ensure you receive top-tier benefits and don’t overpay. We’re with you from planning to underwriting and beyond.

We follow up, and follow through.

 
 

Looking for something more advanced?
Need insurance for your business?

No problem. Vest has you covered.

 

FOR BUSINESS

  • Structure and fund buy-sell agreements.

  • Plan for business continuation and succession.

  • Protect human capital with key-person insurance

CUSTOM-TAILORED INSURANCE

  • Fund trusts established for estate planning purposes.

  • Hedge against tax liabilities in complex investments.

  • Receive long-term care protection in case of illness.

  • Create tax-free supplemental income.

  • Insulate assets from creditors