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