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Client background
Sophisticated investor and owner of an investment fund was introduced to BIS by his financial advisor to review insurance designs from multiple professional insurance producers the client had engaged. The financial advisor did not have insurance advisory within his practice and was looking to ensure his client received best advice.
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While this material may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Leaders Group, Inc. or TLG Advisors, Inc. is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. (HT0512)
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