For 35 years, The Coyle Company has focused exclusively on the use of life insurance for estate and generational planning for clients. We work with ultra-affluent families in customizing plans to preserve assets, achieve estate distribution goals, and fulfill charitable wishes while leveraging the tax advantages of life insurance to transform taxable funds from a client’s estate into tax-free assets for their beneficiaries when structured and administered properly.
With a full-time professional team, we have the experience, technical expertise and resources to provide exceptional service to our clients. It’s this commitment to quality and integrity that have earned us a near 100% client retention rate.
What We Do
The Coyle Company provides insurance planning for estate, income tax and asset protection. We use the experience and knowledge we have gained from working with some of the country’s most successful families for 35 years to structure insurance solutions that are tailored specifically to client needs. In addition, we are able to provide proprietary products through our group affiliation with M Financial.
Estate planning is highly personal. While we use the tax advantages of life insurance to protect, transfer and leverage funds from our clients’ taxable estates to create tax-free assets, it is our ability to fully understand each client’s circumstances and personal wishes that is our most valuable asset. As a result, we are able to provide alternatives designed to meet their personal objectives, preserve more of the estate for our clients’ families, and significantly reduce the tax burden. Our professional team collaborates with the client’s team of advisors to develop a plan. We coordinate all of this with the insurance contracts to provide a sound and prudent estate plan.
As part of the service we provide to clients, The Coyle Company continuously monitors current legal, insurance and economic conditions to help make sure that each client’s plan is both appropriate and compliant with recent developments. We also periodically advise our clients of any changes that may impact their plans. Keeping a vigilant watch over these factors is one of our most important services.
Behind every plan is a common goal: To offer practical solutions which will ensure the soundest possible strategy for transferring wealth based on our client’s objectives.