The Targeted Strategies Group

Targeted Strategies Group creates and executes customized generational life insurance approaches that optimize ageless wealth. Life insurance is frequently just one element of a larger estate plan. We supply family office support services to help clients leverage life insurance to its fullest potential and use it as an effective tactical device within the overall context of their estate plan by leveraging its benefits and navigating complex issues. Every day, our 100-plus team members blend their talents with those of our clients and their advisors to produce ideas and solutions to obfuscating issues. This proprietary data, models, and techniques help provide recommendations based on actual data to optimize the combined estate plan and the life insurance that supports it, coming from a holistic approach that balances insurance and other estate planning needs. Our consultants coordinate their efforts with clients' other advisors and professionals.