Preserving Wealth for Future Generations
Our goal for our clients is to help give them the sense of financial wellbeing and certainty that their legacy will be preserved and that their estate will be distributed in the manner they desire.
Preserving Wealth for Future Generations
Our goal for our clients is to help give them the peace of mind and certainty that their legacy will be preserved and that their estate will be distributed in the manner they desire.
Product Objectivity
We continually analyze all major insurance companies to fully evaluate their products and shield our clients from volatility or other issues. As an independent firm, we maintain complete objectivity as we review products. You can have full confidence that our only interest is our clients.
Administrative Excellence
Every detail is critical to deliver exceptional administrative service. We provide clients with ongoing assistance to help ensure compliance with relevant regulations and monitor progress towards meeting long-term goals and objectives.
Product Objectivity
We continually analyze all major insurance companies to fully evaluate their products and shield our clients from volatility or other issues. As an independent firm, we maintain complete objectivity as we review products. You can have full confidence that our only interest is our clients.
Administrative Excellence
Every detail is critical to deliver exceptional administrative service. We provide clients with ongoing assistance to help ensure compliance with relevant regulations and monitor progress towards meeting long-term goals and objectives.
Proactive Reporting
Timely reporting is essential. We provide detailed year-end tax reporting including transaction summaries, profit and loss impact, cash flow projections, and gift and generation skipping tax monitoring.
Regular Review Process
Every client has a unique planning situation which requires ongoing monitoring and review. We provide regular life insurance portfolio reviews which include reviewing and updating estate and trust plans to help ensure the plan continues to meet long-term objectives.
Proactive Reporting
Timely reporting is essential. We provide detailed year-end tax reporting including transaction summaries, profit and loss impact, cash flow projections, and gift and generation skipping tax monitoring.
Regular Review Process
Every client has a unique planning situation which requires ongoing monitoring and review. We provide regular life insurance portfolio reviews which include reviewing and updating estate and trust plans to help ensure the plan continues to meet long-term objectives.
Our Proprietary Approach is a Distinct Advantage
The Coyle Company designed and continuously evolves our innovative proprietary approach, modeling various financial scenarios for reaching each client’s goals and objectives. Developing a successful estate plan means careful consideration and analysis of varied financial instruments and their complex interaction. Our process gives clients a clear advantage, as it simplifies the estate planning process through comprehensive technical modeling, providing a window into the impact on individual family members as well as the overall family financial picture. It also allows us to quickly evaluate the influence and impact of new tax law, financial market changes, and other factors. Through this process, Coyle Company clients can see the following scenarios modeled:
- Estate Distribution Analysis
- Gift Tax Analysis
- Family Partnerships, GRAT and Defective Trust Planning
- GST Maximization Strategies
- Funding techniques including; Split Dollar and Exit Strategies-Corporate and Individual
- Premium Financing Options
- Private Placement Products
- Charitable Planning Alternatives
Our Proprietary Software is a Proven Advantage
The Coyle Company designed and continuously evolves our innovative proprietary software, which models varied financial scenarios for reaching each client’s goals and objectives. Developing a successful estate plan means careful consideration and analysis of varied financial instruments and their complex interaction. Our software gives clients a clear advantage, as it simplifies the estate planning process through comprehensive technical modeling, providing a window into the impact on individual family members as well as the overall family financial picture. It also allows us to quickly evaluate the influence and impact of new tax law, financial market changes, and other factors. Through our proprietary technology, Coyle Company clients gain knowledge that facilitates:
- Estate Plan Updates
- Gift Tax Analysis
- Family Partnerships, GRAT and Defective Trust Planning
- GST Maximization Strategies
- Funding techniques including; Split Dollar and Exit Strategies-Corporate and Individual
- Premium Financing Options
- Private Placement Products–Domestic and Offshore
- Charitable Planning Alternatives
The Coyle Company is a Member of M Financial Group
M Financial Group is a nationwide network of financial services firms that work with selected life insurance companies to develop proprietary, competitively priced financial products for the high net-worth markets. The Coyle Company is able to offer our clients tailored products at a substantial cost savings, via M Financial’s industry leverage and influence.
As a shareholder in M Financial, our vision and our clients’ interests are represented by one of the most prestigious distribution networks for financial products and services in the wealth transfer market. The Coyle Company clients benefit from the products, pricing and due care advantages that our affiliation with M Financial offers. M Firms must adhere to a strict set of ethical, experience and quality requirements which help ensure that clients receive optimal benefits. For more information on M Financial Group, please visit www.mfin.com.