Managing the wealth you're building, planning the retirement you deserve and leaving the legacy you direct. Each of us have our own dreams, objectives, risk tolerances, obligations and degrees of philanthropy. The ideal trusted financial advisor goes beyond just learning about their clients' needs, desires, and resources: they devote unyielding care and attention every step along the way. Pillar's relationship managers and advisors are bound by such pure commitment, and casted to a creed of unwavering integrity.

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CASE STUDIES/WHITE PAPERS...

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YOUNG BUSINESSMAN

A 41 year-old principal of a company that owns and operates numerous specialty healthcare facilities throughout Texas. His company is growing at a rapid pace, for which he and his partners are the primary drivers.

 

INDIVIDUAL’S DILEMMA ...  

Earlier in the year, this company’s primary lender required the principal owner to purchase $5,000,000 in life insurance coverage as loan collateral.  Subsequently, he needed the same amount of personal coverage for his family, but was hesitant and concerned about the time it would take to be approved, and about qualifying.

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PILLAR’S ASSESSMENT AND SOLUTION ... 

Leveraging The Pillar Group’s relationship with the underwriter, they closely collaborated with both client and carrier to use the same underwriting provided for the first application. Ultimately, the Pillar advisor was able to secure placement of the additional $5,000,000 in coverage for the client’s family.

 

TODAY ...

The Pillar Group has established both a servant’s heart and trusted advisor impression with this client. Thus, they’ve earned the opportunity to extend our broad consultative insights throughout all aspects of financial services as his company grows and their needs arise.

 

• Client Profile

       Young principal of a fast-growing specialty healthcare provider

• Problem

       Extensive life coverage needs to protect both the business’s financing obligations and his family.

• Pillar Solution

       Deploy an established relationship with the underwriter, maintain close counsel with the client, and collaborate with       both to make it happen.