Janet M. Coyle
Janet helped found the company providing operations and client support. Today, she plays a key role as a primary consultant in the development, implementation and ongoing management of large insurance portfolios designed to meet estate planning objectives of our clients. As President, she also oversees administrative operations of the company, including ongoing legal compliance, tax review and all servicing and trust administration for estate planning. Janet brings over 35 years experience working in the areas of life insurance administration, advanced underwriting, complex case design, sophisticated planning techniques, and executive benefit planning. Janet attended Boston University.