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Insurance Planning

How We Can Help You

At Saranac Advisors, we recognize that our clients' primary concerns often revolve around the fear of outliving their retirement savings, preserving their net worth, and effectively lowering their taxable income. We are dedicated to addressing these critical issues by offering tailored solutions that align with your financial goals and aspirations. By partnering with us, you can feel confident that your financial future is in capable hands, and that your unique needs and concerns are being met with personalized attention and experience.

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Life Insurance

We specialize in all types of life insurance products and solutions. With direct access to dozens of carriers, we are able to facilitate up to $100,000,000 of protection on a single insured, provide the most competitive pricing on term, and cover nearly all types of “impaired risk” situations.

Tax Efficient Retirement Planning

We help you with the most important mantra of financial planning: “It's not what you make, and its really not what you keep… what matters most is the amount of tax free, lifetime income generated from what you’ve accumulated”.

Business Risk and Employee Retention Planning

We design strategies to help protect business continuity in the event of death and/or illness, as well as help you attract, retain and reward key employees.

Long Term Care Solutions

We offer solutions to help clients plan for the potential costs of long-term illness. Our products provide options for covering chronic illness expenses, reducing the risk of paying for coverage that may not be used.

Estate and Succession Planning

We help you preserve and protect the maximum amount of wealth possible, and ensure that it is transferred most efficiently to your loved ones, business partners and other charitable beneficiaries.

Health Insurance and Employee Benefit Design

We help you navigate the complicated and often cost prohibitive nature of group health, life, disability and long term care.

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Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today.

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