Donaldson Glick Associates
 

American Business

— Advanced Life Insurance Design

Established in 1967, American Business is an independent insurance provider with 50 full-time professionals and over 38,000 clients. They are headquartered in NY and have locations in; Philadelphia, Washington DC, Boca Raton, Houston and Los Angeles. American Business has a full in-house underwriting department and are general agents for a wide selection of insurance carriers.

American Business provides high-end creativity and expertise in advanced life insurance design as it pertains to; estate planning, business planning and charitable planning. They provide this expertise directly for clients as well as through relationships where they are viewed as a partner and resource for some of the most highly respected financial firms in the nation. American Business is also a provider of individual long term disability and long term care insurance.

Areas of Expertise

• Estate Planning & Liquidity Funding
• GRATs and Loans to Intentionally Defective Grantor Trusts
• Business Needs Coverage (Key person, Buy/Sell, Deferred Comp)
• Qualified Plans (Pension & Profit Sharing, 412(e)3)
• Charitable Planning (CRT's, CRAT's, CLAT's, Private Foundations)
• Third Party and Private Premium Financing
• Forensic Insurance Analysis
• Insurance Refinancing

Current Representative Relationships

• International Investment Banking Firms
• Regional Accounting Firms
• National Employee Benefits Firms
• Property & Casualty Firms
• Business Management Firms
• Sports and Entertainment Agencies
• Pension Administration Firms
• Community Banks
• Risk Management Consultants

For more information you can visit out partner at:
www.americanbusiness.com