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Life Insurance

We understand that life insurance is a critical asset and plays a vital role in preserving the legacies of the affluent. Our expertise allows us to give advice that can provide liquidity and ensure proper timing and distribution to chosen beneficiaries.

Let Us (Re)Introduce Ourselves | Rose Street Advisors Team

Rose Street Advisors Team 2022

Let Us (Re)Introduce Ourselves https://vimeo.com/649611032/7d47df6d4c To the many friends of Rose Street Advisors, As we embrace this new year, we are more committed than ever to living out our core values and our mantra “What We Do and How We Do It Matters”. Enjoy this glimpse into the people and the […]

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162 Bonus Plan

Rose Street 162 Bonus Plan

162 Bonus Plan What is it and how does it work? •   An employer designs an additional compensation benefit for a specific employee or group of employees where each year money is contributed to a life insurance policy owned by the individual employee   •   Contributions are considered compensation when […]

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2021 Life Insurance Planning Opportunities

life insurance planning

2021 Life Insurance Planning Opportunities Are You Prepared When it Comes to Your Life Insurance? For those individuals and families planning their financial legacy, 2021 may be the year to take advantage of unprecedented transfer and gifting opportunities under the current tax environment. While taxation should never be the only reason […]

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