Squires Associates was founded in 1976 as a full service insurance and estate planning firm. Stephen Squires CLU, ChFC, a founder and principal partner in their Montclair, New Jersey office has specialized in planning for the high net worth clientele market for the past thirty years. He is known by many of his satisfied clients as a provider of solutions to complex estate problems.
Services
Steve Squires began his career in the insurance business in 1972 specializing in the Disability Insurance market.
In 1973 he entered the Life Insurance business specializing in Business Partnership Planning.
He led the Guardian Life Insurance Company, a well respected insurance company, in production for all new agents nationally that year.
In 1976 Squires Associates was founded with the purpose of providing its clientele with "Best of Class" products from a multitude of insurance carriers.
Over the years Steve Squires has developed into a professional specializing in the creation of estate plans for wealthy individuals "who are out of options".
In 1973 he entered the Life Insurance business specializing in Business Partnership Planning.
He led the Guardian Life Insurance Company, a well respected insurance company, in production for all new agents nationally that year.
In 1976 Squires Associates was founded with the purpose of providing its clientele with "Best of Class" products from a multitude of insurance carriers.
Over the years Steve Squires has developed into a professional specializing in the creation of estate plans for wealthy individuals "who are out of options".
Over the past forty years Steve has developed a number of invaluable relationships with various underwriters at a number of insurance companies.
Through careful and thorough underwriting as well as the knowledge as to which carriers compete in a specific market place regarding a client's specialized medical history Steve has been successful in obtaining Standard as well as Preferred Risk rates for clients with long medical histories.
Mr. Squires is known by his peers to be the consummate professional who can find simple solutions to complex estate planning problems.
Through careful and thorough underwriting as well as the knowledge as to which carriers compete in a specific market place regarding a client's specialized medical history Steve has been successful in obtaining Standard as well as Preferred Risk rates for clients with long medical histories.
Mr. Squires is known by his peers to be the consummate professional who can find simple solutions to complex estate planning problems.
Mr. Squires was one of the youngest candidates to complete his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations in New Jersey.
He has taught in the past at the Union County College "How to Pass Wealth from One Generation to the Next" to the adult education community.
The Million Dollar Round Table's elite qualify for Top of the Table Honors.
This honor is reserved for the top one tenth of one per cent of insurance professionals.
Mr. Squires has obtained this prestigious honor and is also a life memeber of the Million Dollar Round Table.
He has taught in the past at the Union County College "How to Pass Wealth from One Generation to the Next" to the adult education community.
The Million Dollar Round Table's elite qualify for Top of the Table Honors.
This honor is reserved for the top one tenth of one per cent of insurance professionals.
Mr. Squires has obtained this prestigious honor and is also a life memeber of the Million Dollar Round Table.
I have known Steve for over 50 years.
He has become an expert on the benefits insurance can add to estate planning.
Over the years I have used Steve for all of my family's life insurance needs and he has always obtained the most reliable and efficient policies at the best prices.
When I have been slow to pursue sound insurance- based solutions for estate planning, Steve has always encouraged me to keep on track and do the right thing.
Finally, he never stops following up on policies he has sold me in the past to ensure that they continue to be appropriate for my evolving financial situation and, if not, recommend new and better solutions.
He has become an expert on the benefits insurance can add to estate planning.
Over the years I have used Steve for all of my family's life insurance needs and he has always obtained the most reliable and efficient policies at the best prices.
When I have been slow to pursue sound insurance- based solutions for estate planning, Steve has always encouraged me to keep on track and do the right thing.
Finally, he never stops following up on policies he has sold me in the past to ensure that they continue to be appropriate for my evolving financial situation and, if not, recommend new and better solutions.
Mr. Jones, a real estate owner, was out of options with regard to his estate planning.
He had too much money.
A Gifting Program would barely scratch the surface.
Maximum gifts to an Insurance trust would not provide enough Life Insurance to solve his family's estate planning needs.
A distress sale of his real estate to meet his tax obligation would be a disaster.
Mr. Jones owned $50,000,000.00 of shopping centers.
We had an appraisal firm appraise his real estate at $35,000,000.00 as we had some flexibility with regard to this valuation.
He had too much money.
A Gifting Program would barely scratch the surface.
Maximum gifts to an Insurance trust would not provide enough Life Insurance to solve his family's estate planning needs.
A distress sale of his real estate to meet his tax obligation would be a disaster.
Mr. Jones owned $50,000,000.00 of shopping centers.
We had an appraisal firm appraise his real estate at $35,000,000.00 as we had some flexibility with regard to this valuation.
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