How We Help
Protection for Your Lifetime and Beyond
Since 1941, professionals with Morehead Group have provided comprehensive life insurance strategies to affluent individuals, families, and closely held businesses. Throughout client engagements, we address a wide variety of financial concerns including estate taxes, intergenerational wealth transfer, business continuity planning, and philanthropic strategies.
Advanced Life Insurance Design
Life insurance is often one of the most complex and sophisticated financial structures in a client’s business or personal portfolio of assets. We craft and implement life insurance plans designed to achieve short and long-term goals for our clients.
Comprehensive Policy Review
Life insurance policy performance, as well as client circumstances, are dynamic. We review and evaluate existing policies to make sure the insurance in place aligns with today’s expression of the client’s goals.
Life Insurance Portfolio Administration
Life insurance is not a ‘set it and forget it’ type of asset. We provide consistent policy administration and reporting, which are critical success factors in ongoing policy performance.
Rather than choosing to drop or reduce coverage, we evaluate and determine whether a policy has fair market value that exceeds its cash surrender value. We invite you to read our original publication on “How to Settle for More”.