Richard F. Swider & Associates, Inc. serves ultra-affluent families, and their trusted advisors, to assist them in integrating sophisticated life insurance products into their estate planning. With over 25 years experience in the upscale marketplace, we understand the vital role appropriate life insurance products can play for income tax planning and funding for future estate tax obligations.
Our role as insurance specialists is to act as advisors to the advisors. We guide our clients, and their counselors, through the complex life insurance marketplace and provide products cost-efficiently tailored for each family in order to secure their financial legacy.