Based in Beverly Hills, California, ParqAdvisors offers life insurance and estate planning solutions for high-profile enterprises, executives, and individuals. With a clientele that includes well-known business leaders, athletes, and entertainers, the firm specializes in quality products that mitigate investment risk and streamline estate and earnings taxes. In addition, ParqAdvisors presents clients with the benefit of dedicated service by such industry leaders as Steven Wolt, who joined the firm in 2011 after a long tenure as one of the top producers at MetLife, Inc.
A leader in the insurance and annuities business for more than 17 years, Steven Wolt develops customized insurance strategies that safeguard the assets of ParqAdvisor’s clients while at the same time optimizing their financial flexibility. The approach allows clients ranging from high net-worth individuals to directors on a corporate board to realize the best returns on investments while remaining open to new opportunities as they may arise.
In years past, life insurance and estate planning proved to be fairly rigid endeavors. People in many instances chose a policy after having children or reaching a specific career or financial goal. Once determined, the original plans endured for years. Today, however, new insurance products and methodologies necessitate constant re-evaluations to ensure that financial, estate, tax, and insurance arrangements are fluid and meet the ever-changing needs of each client. Experts in assessing existing or proposed programs and adjusting them for ideal value and outcome, executive members of the ParqAdvisors team such as Steven Wolt monitor the constantly evolving field of life insurance and new regulations and rules that could affect or improve standing policies.
Unlike large firms in which clients often fall into categories delineated by risk, net worth, location, or other factors, ParqAdvisors maintains a personal understanding of the specific goals of each client. While large-scale or minor events may impact a number of clients, ParqAdvisors and team leaders like Steven Wolt scrutinize all possible results for each client and make recommendations accordingly. By utilizing this tactic, each client receives advice that advances their long-range objectives.
ParqAdvisors serves clients across the United States. Call the firm at (424) 253-7400 to learn more about their innovative methods of creating security and wealth.
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