Who We Are
Structured Insurance Services maintains a team of financial service professionals with extensive experience and expertise across the insurance industry and capital markets.
How We Work
We work with you to create customized strategies that address your personal needs.
What We Offer
Insurance consulting and services for high net worth individuals and families.
Helpful Content
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.