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Tenzing Insurance Strategies

Tenzing Insurance Strategies

金融服务

Needham，Massachusetts 366 位关注者

Providing Trusted & Sophisticated Advice on the Use of Life Insurance

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关于我们

Tenzing Insurance Strategies is an independent firm that reviews, designs, implements and administers life insurance coverage for the estate planning and related needs of affluent families. We have built our reputation on working with professionals in the legal, tax and wealth management industries to help clients meet financial and estate planning goals with life insurance. The majority of our referrals come from these advisors, many of whom are nationally recognized for their expertise, and our success is directly correlated to our ability to enhance their relationships and effectiveness through our work. While some of our clients utilize life insurance for traditional reasons, providing the financial security to keep a family in their home, in schools and in jobs following a loved one’s demise, many do not need life insurance for typical purposes. These clients, whose families have attained enough wealth to weather tragedy without facing financial ruin, still face significant challenges for which life insurance is well suited. ________________________________________________________________________________ Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Tenzing Insurance Strategies is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

网站
Tenzingins.com
所属行业
金融服务
规模
2-10 人
总部
Needham，Massachusetts
类型
私人持股

地点

  • 主要

    10 Chestnut St

    Suite 7

    US，Massachusetts，Needham，02492

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Tenzing Insurance Strategies员工

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动态

  • Tenzing Insurance Strategies转发了

    We’re excited to announce that Tenzing Insurance Strategies is now on Facebook! Follow us to stay up to date with the latest insights, industry trends, and timely perspectives on estate planning with insurance strategies. ?? Get notified about our newest Tenzing Perspectives whitepapers. ?? Watch quick, insightful Tenzing Talks videos. ?? Explore visual guides with Tenzing Maps infographics. ?? Stay informed on firm news and updates. Like and follow us today and join the conversation! https://conta.cc/414nFnx #SocialMedia #Facebook #LifeInsurance 7653189.1

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  • We’re excited to announce that Tenzing Insurance Strategies is now on Facebook! Follow us to stay up to date with the latest insights, industry trends, and timely perspectives on estate planning with insurance strategies. ?? Get notified about our newest Tenzing Perspectives whitepapers. ?? Watch quick, insightful Tenzing Talks videos. ?? Explore visual guides with Tenzing Maps infographics. ?? Stay informed on firm news and updates. Like and follow us today and join the conversation! https://conta.cc/414nFnx #SocialMedia #Facebook #LifeInsurance 7653189.1

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  • At Tenzing Insurance Strategies, our core values aren’t just words—we bring them to life every day through the work we do with clients and partners. That’s why we’re launching the Core Values in Action video series, where we highlight real-world case studies that demonstrate: ?? Independence & Objectivity ?? Analytical & Consultative Approach ?? Access to Innovative Products & Resources ?? Integrity & Trustworthiness ?? Focus on Client Needs & Commitment to Service Each video provides insight into how these principles guide our approach, ensuring thoughtful, transparent, and client-first solutions. Stay tuned for the first episode, where we explore how our independence allows us to deliver objective recommendations tailored to each client’s unique needs. #TenzingInsuranceStrategies #CoreValues #ClientFirst #LifeInsurance 7651007.1

  • Underwriting Has Changed – What That Means for Estate Planning For years, many high-net-worth clients with complex health histories faced challenges in obtaining life insurance—compromising key estate and wealth transfer strategies. But the landscape has changed. Advancements in underwriting, predictive analytics, and mortality data are reshaping policy eligibility and pricing. In our latest Tenzing Perspectives whitepaper, we explore: ?? How improved mortality rates are expanding coverage options. ?? Why different carriers assess risk differently—and how to leverage this for better client outcomes. ?? The role of proactive case design in securing the most favorable terms. Get the insights you need to better support clients' holistic financial strategy. Download the whitepaper today: https://conta.cc/3CIGJQg #EstatePlanning #LifeInsurance #WealthTransfer #Underwriting 7650281.1

  • Celebrating International Women’s Day and Women's History Month This month, we honor the incredible achievements, resilience, and contributions of women around the world. At Tenzing Insurance Strategies, we recognize the contribution of women—not just this month, but every day. We're proud of the amazing women on our team: Pearl Baron, Janine Bent, Sage Miller. Tag a woman who inspires you! #InternationalWomensDay #IWD2025 #WomensHistoryMonth

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  • Life Insurance Solutions, Tailored for Every Need At Tenzing Insurance Strategies, a personalized approach is at the heart of every engagement. Our goal is to craft life insurance and estate planning strategies that align with the unique needs and objectives of each client. Check out our latest Tenzing Maps infographic to discover the unique aspects of the Tenzing approach and how customized strategies drive better outcomes for clients. View the Infographic: https://conta.cc/3X4U3Fr #LifeInsurance #EstatePlanning #InsuranceStrategies #ClientFocused #OurApproach 7649322.1

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  • Introducing the Tenzing Content Series: Curated Insights on Life Insurance We understand the need for clear, actionable insights to support clients’ holistic financial strategies. That’s why we’ve structured our content to deliver timely analysis, strategic guidance, and practical takeaways in three distinct formats: ?? Tenzing Perspectives – Whitepapers providing in-depth analysis on advanced life insurance planning strategies. ?? Tenzing Talks – Short, insightful video discussions on key life insurance topics. ?? Tenzing Maps – Infographics that simplify complex life insurance concepts into digestible frameworks. Explore our latest insights in the Knowledge Center: https://lnkd.in/d4UXABTJ #AdvancedPlanning #InsuranceInsights #LifeInsurance #EstatePlanning 7648980.1

  • Life Insurance & Changing Underwriting Standards: What Tax, Legal, and Wealth Professionals Need to Know A decade ago, individuals with complex health histories often faced significant hurdles in obtaining life insurance. Today, evolving underwriting models—driven by advancements in mortality data, medical treatments, and predictive analytics—have opened new doors. For advisors, understanding these changes is key when advising clients on wealth transfer and legacy strategies. Our March content explores: ?? How underwriting has evolved in the last 10 years. ?? The impact of improved mortality rates on policy eligibility. ?? Strategies for helping high-net-worth clients obtain coverage despite medical complexities. Ensure you're equipped with the latest insights to better address clients' holistic financial strategy. Subscribe to our newsletter today: https://conta.cc/3XpRHkF #EstatePlanning #LifeInsurance #Underwriting #LegacyPlanning #TrustsAndEstates 7648529.1

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  • Tenzing Insurance Strategies转发了

    Wrapping Up February This month, we explored how life insurance plays a critical role in estate planning and beyond. Here's a quick recap of the topics we covered: ?? Term Conversion: A strategic option to align life insurance coverage with evolving client needs. ?? Estate Planning and Liquidity: Using life insurance to help preserve family assets and manage estate tax obligations. ?? Life Insurance as a Versatile Tool: Retirement funding, tax-deferred investing, and more. We’re grateful for your engagement and look forward to continuing the conversation. Stay tuned for next month’s focus: Life Insurance Underwriting for Individuals with Prior Health Challenges. Discover the elements of underwriting for clients with complex health histories. #LifeInsurance #EstatePlanning #WealthManagement #InsuranceUnderwriting 7563731.1

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  • Wrapping Up February This month, we explored how life insurance plays a critical role in estate planning and beyond. Here's a quick recap of the topics we covered: ?? Term Conversion: A strategic option to align life insurance coverage with evolving client needs. ?? Estate Planning and Liquidity: Using life insurance to help preserve family assets and manage estate tax obligations. ?? Life Insurance as a Versatile Tool: Retirement funding, tax-deferred investing, and more. We’re grateful for your engagement and look forward to continuing the conversation. Stay tuned for next month’s focus: Life Insurance Underwriting for Individuals with Prior Health Challenges. Discover the elements of underwriting for clients with complex health histories. #LifeInsurance #EstatePlanning #WealthManagement #InsuranceUnderwriting 7563731.1

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