Informational Seminars

We offer no-cost seminars for law and accounting firms, and financial advisors who regularly work with emerging wealth and high net worth families. Regardless of your field of expertise, having a better understanding of the current slate of insurance products is critical in helping you provide the best counsel for your clients. A typical presentation by our firm lasts about 40 minutes and can be done remotely via Zoom or other video conference service. In that time we can speak generally and specifically about what we find are the major trends in our industry with respect to life, long term care and disability insurance planning.

Contact us by phone (617) 332-6600; or by email, and we can arrange to provide a seminar for you and your firm at the time and place of your choosing.