Advanced Planning
The true path to differentiation is the ability for an advisor to provide advice at a level that other advisors are not able to give. Advanced Planning is a way to provide next-level services to clients and prospects that provide advice in areas that matter most to them.
Areas of LFIS expertise include:
For Individuals and Families
- Retirement Income Planning
- Long-Term Care Funding
- Eldercare Planning
- Estate Planning & Wealth Transfer
- Estate Tax Funding
- Charitable Giving
- Income Tax Reduction Management
- Family Income Replacement
For Business Owners
- Risk Management
- Retain Key Employees
- Supplemental Executive Retirement Plans
- Nonqualified Deferred Compensation
- Qualified Plans
- Accumulated Earnings Strategies
- Corporate-Owned Life Insurance
Have A Question?
Advanced Planning Team

Luke Britt, RICP®
Practice Director - Advanced Planning
lbritt@levelfourinsurance.com
Direct: 972.284.5481
Direct: 972.284.5481


