Specialties: Estate Planning and Life Insurance Brokerage - Employ
Steven Wolt - Parq Advisors
I have been in the life insurance and estate planning marketplace for 17+ years working with business owners, executives of publicly traded companies and affluent families.
(424)253-7400 (424)253-7401 Fax
9595 Wilshire Blvd Beverly Hills, CA 90212-2505 -
MAP
Estate Planning and Life Insurance Brokerage - Employ
Group
SM3 [EC]
Business Name
Parq Advisors
Title
Address
9595 Wilshire Blvd 510 Beverly Hills, CA 90212-2505
Work Phone
(424)253-7400 x396
Fax
(424)253-7401
Web Site
Member Since
3/2011
Parq Advisors is a boutique firm in Beverly Hills that specializes in servicing the life insurance needs of high net worth individuals, owners of closely held businesses and executives of publicly traded companies. In addition, the firm has extensive experience in the sports and entertainment industry
The firm specializes in reviewing and auditing existing life insurance to determine performance and competitiveness given the changes in the life insurance marketplace.
In addition the firm extensive experience in helping clients obtain life insurance that have pre-existing health conditions
Also, we help clients obtain life insurance for liquidity purposes for their estate planning and asset transfer needs. We are experts in finding creative solutions for the funding of these policies.
The firm also specializes in working with owners of closely held businesses using life insurance strategies for business succession planning, funding buy/sell agreements and insuring key employees.
The Firm has a wide range of clientele. Examples of our clients would be:
Owners of an very large international apparel company Major New York/California Real Estate Family Large National Law firms and CPA firms Large New York hospital Entertainers, Writers, Producers Professional Athletes
All
Information Not Available
Charities
Starlight Children's Foundation
College Degrees
Fordham University
Speaking/Teaching
Experience
Teach Continuing Education estate planning courses to CPA's
Organizations
LA World Affairs International Circle Milken Institute
