Wealth Transfer

Services

We will work with your attorney and accountant to develop a plan of action. Periodically, we will review your plan to be absolutely certain that it continues to accomplish your long-term objectives. Prudent steps must be taken to reduce tax liabilities and to create the most effective means to finance whatever tax liabilities remain.

NOTE: Variable life and annuity products, as well as other securities products, are offered through Meridien Financial Group, Inc., a Registered Broker/Dealer and Member of FINRA/SIPC. Meridien Benefits, Inc. and/or its agents are presently licensed to sell traditional life insurance. Insurance services are limited to residents of approved and licensed states. For additional information please contact Meridien Benefits, Inc.The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable law. The contents of this site have been compiled from sources, which we believe to be reliable, but are not guaranteed. Meridien Benefits, Inc. does not warranty, guarantee or make any representations, or assume any liability with regard to financial results based on the use of the information in the site.Proper state registration is mandatory prior to conducting business in any state. Should you have any questions please contact Meridien Benefits, Inc.The principal place of business and the state of domicile for Meridien Benefits, Inc. is: 10 Dorrance Street, Suite 524, Providence, RI 02903 401-272-4700.* Securities offered through registered representatives of Meridien Financial Group, Inc., a registered Broker/Dealer, Member FINRA and SIPC.