Protecting 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.

Protecting 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 protect 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.

icon with peopleAdministrative Excellence

Every detail is critical to deliver exceptional administrative service. We provide clients with ongoing assistance to 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 protect 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.

icon with people

Administrative Excellence

Every detail is critical to deliver exceptional administrative service. We provide clients with ongoing assistance to ensure compliance with relevant regulations and monitor progress towards meeting long-term goals and objectives.

icon with peopleProactive 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.

icon with peopleRegular 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 ensure the plan continues to meet long-term objectives.

icon with people

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.

icon with people

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 ensure the plan continues to meet long-term objectives.

Our Proprietary Approach is a Proven 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 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 remarkable 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 ensure that clients receive optimal benefits. For more information on M Financial Group, please visit www.mfin.com.

Learn more about The Coyle Company and why we are
top rated by clients and their advisors alike.

Learn more about The Coyle Company and why we are top rated by clients and their advisors alike.