Founded in 1979, Jones Lowry is an independent life insurance planning firm that specializes in the analysis, design, implementation and management of large-block life insurance portfolios for ultra- affluent families, business owners, private investors, and corporate executives. In our experience, life insurance sold by other agents often underperforms because it is poorly designed, oversold, and underserviced.
We believe you deserve better. We lead with planning. Our clients define the terms of the engagement. Our clients' advisors invite us to help them determine whether and how to use life insurance as part of their plan. We have independent insurance attorneys, actuaries, MBAs and CFPs available to assist in the planning process. Jones Lowry is a business with a team dedicated to providing a lifetime of high quality service for our ultra high net worth clients and their advisors.
Jones Lowry is completely independent of all life insurance companies. We do not accept subsidies or contributions from any life insurance company to pay our operating expenses.
We believe you deserve better. We lead with planning. Our clients define the terms of the engagement. Our clients' advisors invite us to help them determine whether and how to use life insurance as part of their plan. We have independent insurance attorneys, actuaries, MBAs and CFPs available to assist in the planning process. Jones Lowry is a business with a team dedicated to providing a lifetime of high quality service for our ultra high net worth clients and their advisors.
Jones Lowry is completely independent of all life insurance companies. We do not accept subsidies or contributions from any life insurance company to pay our operating expenses.
Services
Life insurance, as a funding instrument, has the ability to enhance your estate planning, business strategies and investment goals.
In the right situations, dollar for dollar, its impact would be hard to duplicate.
As a planning instrument, strategy or methodology, life insurance can offer better returns on investment and is often the most financially efficient funding method available.
Life insurance portfolios can produce attractive, income-tax-free IRRs and provide immediate liquidity at the death of the insured(s).
In the right situations, dollar for dollar, its impact would be hard to duplicate.
As a planning instrument, strategy or methodology, life insurance can offer better returns on investment and is often the most financially efficient funding method available.
Life insurance portfolios can produce attractive, income-tax-free IRRs and provide immediate liquidity at the death of the insured(s).
Whether you are evaluating your existing coverage or investigating new insurance, Jones Lowry uses a three-pronged system to ensure that your insurance plan fits your current needs and continues to serve its intended purpose for the duration of the policy.
We believe that the whole is greater than the sum of its parts and that each step of our process in isolation will yield results that fall short of those produced when all three are working in concert.
We begin by customizing a blueprint that meets your unique needs by carefully analyzing your objectives and data, researching and evaluating various combinations of financial models, insurance carriers and products.
We believe that the whole is greater than the sum of its parts and that each step of our process in isolation will yield results that fall short of those produced when all three are working in concert.
We begin by customizing a blueprint that meets your unique needs by carefully analyzing your objectives and data, researching and evaluating various combinations of financial models, insurance carriers and products.
We believe that a coordinated effort among your advisors, such as your estate planning attorney, investment advisor, family office manager, and CPA helps ensure that your insurance plan is professionally orchestrated, integrated and implemented.
Making sure your advisory team is on the same page with recommendations prior to implementation facilitates better decisions.
By having the support and buy-in of your entire advisory team, more data will be available to enable better decisions.
Better results are achieved through better decisions, integrated recommendations, and coordinated support by the advisory team.
Making sure your advisory team is on the same page with recommendations prior to implementation facilitates better decisions.
By having the support and buy-in of your entire advisory team, more data will be available to enable better decisions.
Better results are achieved through better decisions, integrated recommendations, and coordinated support by the advisory team.
The material published on this website is designed solely as a resource for general information.
It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified legal or tax advisor.
The information provided is intended to be general in nature and its applicability to specific circumstances or issues may vary.
Some material is time sensitive and subject to change.
Please contact a Jones Lowry representative for the most current information applicable to specific issues or circumstances.
It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified legal or tax advisor.
The information provided is intended to be general in nature and its applicability to specific circumstances or issues may vary.
Some material is time sensitive and subject to change.
Please contact a Jones Lowry representative for the most current information applicable to specific issues or circumstances.
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