Our Services

At Gilbert-Krupin, we provide focused attention into life and disability insurance, as well as estate planning strategies, both of which are essential areas of wealth retention, protection and growth.  Our focus allows us to channel our resources and provide superior guidance and insight.

Life and Disability Insurance Services – Insurance products are complex financial products that require active management, service and knowledge. At Gilbert-Krupin we remain at the forefront of insurance, financial trends, and changing tax laws to assure client policies, products and services reflect the most updated information and benefits at all times.

In addition to creating new life and disability insurance policies, our Insurance Portfolio Analysis Department assists clients, advisors, trustees and other fiduciaries in evaluating existing life insurance portfolios and product suitability.  We provide experienced navigation into the complexities of policy evaluation and estate preservation, and we structure estate assets to minimize tax liabilities while enhancing value to future generations.  Our analyses provide clients with a review of the insurance portfolio's product pricing, design and adequacy of funding. Through this process, we are often able to offer clients newer products, which often results in providing superior features and/or a savings if it is suitable based on the need.

Our insurance services include:

Life Insurance Life Settlements Key Person Coverage Buy-Sell Insurance Deferred Compensation

Insurance for Business Needs Disability Insurance Long-Term Care Insurance Annuities

Estate Planning Strategies and Wealth Transfer – Estate planning strategies and wealth transfer are extremely detailed areas spanning tax planning, estate analysis and more.  At Gilbert-Krupin, we strive to make sure our clients’ assets are not lost to unnecessary income or estate taxes, and that their families receive the maximum benefits possible when wealth is transferred.  Through meticulous attention to detail and our vast industry knowledge, our clients and their families receive a thorough estate planning strategy.  Our estate planning strategies and wealth transfer services include:

Tax Saving Strategies Pension Rescue Strategies Gifting Strategies Annuity Maximization

Charitable Ideas/Planning Estate Analysis Asset Leveraging Strategies Asset Accumulation Strategies

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