Protect What You've Built. Empower Your Future
At Purnell & Company, we specialize in providing customized life and health insurance solutions for high income earners and high net worth individuals across the nation. Whether you’re a successful business owner, a seasoned physician, or a high powered attorney, your financial goals and responsibilities require sophisticated, tailored protection strategies
Why High Income Professionals Choose Purnell & Company
1. Customized Coverage: We understand that your financial landscape is unique. We craft bespoke insurance plans designed to safeguard your wealth, protect your family, and enhance your legacy.
2. Nationwide Expertise: Our experience spans across all 50 states, ensuring that wherever you do business or reside, we have the knowledge to meet your specific needs.
3. Tax Efficient Solutions: We help you structure policies that maximize tax benefits, providing you with an additional layer of financial security.
4. Business Continuity Planning: As a business owner, your company’s future is closely tied to your financial well being. Our business insurance solutions help ensure continuity and stability for your enterprise.
Our Solutions
- Executive Life Insurance: Protect your loved ones and preserve your wealth with high value coverage designed for top earners.
- Key Pers on Insurance: Safeguard your business by insuring critical executives and partners whose contributions are vital to your success.
- Buy Sell Agreements: Ensure a smooth business transition with fully funded buy sell arrangements.
- Disability Income Insurance: Maintain your lifestyle and financial obligations with high limit disability coverage.
- Estate Planning Solutions: Maximize your legacy with life insurance strategies designed to preserve wealth and reduce estate taxes.
- Worksite Employee Benefits: Offer premium benefits to your team, enhancing employee satisfaction and retention
Our Solutions
- Executive Life Insurance: Protect your loved ones and preserve your wealth with high value coverage designed for top earners.
- Key Pers on Insurance: Safeguard your business by insuring critical executives and partners whose contributions are vital to your success.
- Buy Sell Agreements: Ensure a smooth business transition with fully funded buy sell arrangements.
- Disability Income Insurance: Maintain your lifestyle and financial obligations with high limit disability coverage.
- Estate Planning Solutions: Maximize your legacy with life insurance strategies designed to preserve wealth and reduce estate taxes.
- Worksite Employee Benefits: Offer premium benefits to your team, enhancing employee satisfaction and retention
Take Control of Your Financial Future
You’ve worked hard to build a successful career or business. Now it’s time to protect your accomplishments with strategies tailored to your unique needs. Let us help you secure your future while minimizing risk. Schedule an appointment with one of our expert insurance advisors today to learn how we can protect what matters most to you. We offer flexible scheduling options, including virtual consultations, to fit your busy lifestyle.
Ready to Begin? Let’s Talk.
Take the first step toward enhanced financial protection by scheduling your complimentary consultation.