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"Stability, focus and teamwork are the foundation of American Business. Our firm, founded in 1967, has become the go-to life insurance resource boutique for the nation's leading financial advisory firms. We are not a "one stop shop", but rather, an independent, sophisticated life insurance resource firm that specializes in working closely with high end investment, accounting, legal and risk management firms and their clients."

-Alan Grad, Chairman & CEO


The State of the Estate Tax   January 2017  Update by Alan Grad


Recommended Reading to Order Book Follow Link Below:

The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life
Hardcover – January 19, 2016
by Ron Carson (Author), Scott Ford (Author)


Live Like Crazy “Turning my setback into a comeback”

Author: Sally Ann Nisberg

Paperback: October 23, 2015