Insurance Services

Ultrimal Investment Insurance Group

Are you aware that life insurance policy interest and dividend rates have steadily declined for over 30 years?  A policy acquired just 10 years ago may be materially underperforming and at risk of future lapse. Read more

Are Insurance Services right for you?

If you are an executive interested in using insurance products to build financial, business and estate plans that withstand the test of time our team can help - we provide you the best of class alternatives from the highest rated insurance companies, including life and long term care.

Why Ultrimal Investment?

We have over 30 years of experience working with:

• High net worth individuals and families
• Closely-held businesses
• Professional corporations
• Public companies 
• Not-for-profit corporations

Features & Benefits of our Insurance Services

Individual and Family Planning:

• Estate plan liquidity funding
• Wealth creation and conservation strategies 
• Income replacement strategies
• Retirement planning 

Corporate Planning:

• Business succession planning
• Buy / sell plan design and funding 
• Executive compensation strategies 
• Non-qualified benefit planning
  • Deferred compensation
  • Executive bonus arrangements
  • Incentive compensation plans
  • Supplemental retirement plans

Let's Start The Conversation

• Email us
• Call: +1 929 459 2119