Advanced Advisor Solutions
When Advisors Typically Engage Us
A client’s balance sheet creates estate or liquidity complexity
A business owner is preparing for transition or exit
Existing coverage needs to be reviewed or restructured
Disability protection is insufficient for a high-income client
Executive benefit opportunities require careful design
A case requires additional technical perspective
How We Work With Advisors
Strategy Discussion – We begin with a focused conversation to understand the client situation and planning objectives.
Collaborative Design – We work alongside you to develop thoughtful, tailored strategies aligned with your client relationships.
Solution Modeling – We structure and refine solutions, incorporating carrier and underwriting considerations where appropriate.
Implementation Support – We coordinate execution with efficiency, transparency, and attention to detail.
Leadership & Planning Team
Dustin A. Dawes, CLU®, ChFC®, CExP
Chief Executive Officer
Sarah Dozier
Vice President, Disability Income Specialist, Life Brokerage Manager
