Flah & Company is a local Palm Beach County, family owned business. We specialize in the creation of customized estate planning, wealth transfer, wealth accumulation, business/succession planning, income replacement and long-term care solutions for ultra-high net worth families and family offices. With 40 years of experience, we work collaboratively with the nation’s top attorneys, CPAs, and investment advisors. Our passion is to de-mystify insurance and investment vehicles to help you and your advisor have confidence and clarity, by making it simple.
We are dedicated to developing a trusted, proactive, long-term relationship with our clients, their families and their advisory teams. We are structured in a way to enable us to serve our clients for generations to come.
We represent you, not the insurance company. We provide independent access to an immense number of major life insurance carriers and leverage these relationships to secure the best possible underwriting and pricing, ultimately maximizing a policy’s internal rate of return (IRR). We treat all of our services as real financial instruments and actively manage these assets through ongoing analysis designed to ensure a long-term focus.
Our ability to serve you is significantly enhanced by the depth of our involvement in the industry. Our principals are not simply life insurance portfolio managers; they are leaders in the industry dedicated to shaping its future.
The FLAH & COMPANY team can help ensure that any life insurance acquired will be a cornerstone of the estate plan, and not a disappointment.
*Investors should consult with their own professional advisor regarding the potential tax, estate, and legal considerations that may arise in connection with entering into a life settlement transaction. Proceeds from a life settlement transaction may be taxable under federal or state law to the extent the proceeds exceed the cost basis. The proceeds from a life settlement transaction may be subject to claims of creditors. The receipt of proceeds from a life settlement transaction may adversely impact eligibility for government benefits and entitlements. The amount received for the sale of the Policy may be impacted by the circumstances of the particular purchaser of the Policy, the insured’s life expectancy, future premiums, the death benefit, the terms of the Policy, and the current market for insurance policies, among other factors. The amount received for the sale of the Policy may be more or less than what others might receive for the sale of a similar policy. There may be high fees associated with the sell of a Life settlement.
