Providing professional, objective, and agnostic analysis for how Life Insurance compliments Personal, Estate, and Business Continuity Planning has been our focus and commitment for the last 35 years.
Jeffrey Craig, our Founder & President, is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their legal, tax and financial advisors to establish, fund and leverage tax-efficient, multi-generational wealth strategies. Frequently this is in tandem with various philanthropic techniques.
With over 35 years of life insurance experience providing for time tested, tax-efficient planning and strategies, Jeff provides advisors and clients with access to the industry in a professional, endearing process.
University of Richmond - Bachelor of Arts, Economics.
Member-EPI-Exit Planning Institute
Member of BEI-Business Exit Institute
Registered Investment Advisor
FINRA Series 6, 7, 26 and 63 licenses. Registered Representative of The Leaders Group Inc. Member FINRA.
Contact Applications For Life, we are here to help you with any questions and advice you need going forward.