US Life insurance provides an effective and tax efficient way to generate and transfer wealth, both for wealthy US clients such as investment advisors, as well as for non-US clients with the required nexus to buy US life insurance.
Recognising the importance of life insurance as essential tool for modern estate planning, Citco has established a dedicated business line for US life insurance brokerage -Citco Insurance Services LLC- with separate and fully licensed operations in Florida and New York..
Citco Insurance Services LLC is independent and able to work with any insurance carrier that is most suitable to accommodate the needs of each individual client.
Life insurance planning
Tailored life insurance solutions
Complimentary policy review
Review of current policies