Services
Life Insurance & Wealth Strategies
Our expertise covers all facets of the life insurance market. We work on wealth transfer strategies for families and individuals, business planning for executives and charitable planning for charities.
Wealth Transfer Strategies: We design and build insurance portfolios, specifically tailored to the individual or organization and help with trust funding. We are successful with generational skipping and dynasty trusts, asset freeze techniques, family planning with family partnerships, premium financing, split dollar, international planning, GRATS, SLATS, lifetime giving and long term care riders on trust owned policies.
Business Planning: business succession, corporate split dollar, executive bonus and non-qualified deferred compensation plans as well as key person insurance and buy sell funding.
Charitable Planning: charitable giving through life insurance, charitable lead trusts, charitable remainder trusts, private foundations.
These are some of our areas of expertise, but we are also skilled in helping people attain the best underwriting even for simple term insurance. We work with executives on disability plans and group executive plans.
Disability & Executive Benefits
We work with executives on disability plans and group executive plans.
Business & Commercial
Protecting your enterprise against risks is essential to driving growth and prosperity in all businesses, no matter the size or scope. Let New River Partners and the most experienced carriers in the country transfer that risk off the balance sheet and allow executives to focus on the business at hand.
Homeowners
Homeowner’s insurance policies are customized to meet the specific needs of New River Partner’s clientele. Carriers are individually identified and vetted to meet certain industry benchmarks. Confidentiality and discretion is the foundation of our process and each carrier is aligned with our principles. Our analysis includes primary and secondary residences and other valuables, including fine art and jewelry collections, to ensure that all assets and risks are covered. We tailor your policy to your individual needs.
Automobile
New River Partner’s auto insurance unit has experience with every type of automobile policy. We have partnered with a diverse selection of carriers, satisfying the needs of any situation. Whether it’s driving kids to school, towing a boat, or insuring multiple vehicles for a business, New River Partners is prepared to help.
Our process is to assess the needs of each owner, commercial or personal, and then compare and work with the carriers to find the optimum policy that controls costs while guarding against liabilities that can arise from a collision or an event. New River Partners can also meet the needs of the business owner and commercial fleets.
We have coverage for automobiles, motorcycles, classic cars, RVS (boats and other flotation devices) and trailers.
Specialty Products
New River Partner’s clientele have needs that exceed traditional insurance policies. Our specialty products unit is experienced in implementing all types of structures. Specialty products are an important part of covering additional risks. We can evaluate your existing coverage and make appropriate recommendations or structure a new policy. Specialty products include umbrella, identity theft, flood and Lloyds Programs.