Quarterly Counsels

We train tax accountants, corporate tax lawyers, and financial advisors. Insurance is our specialty and we love it. By bringing Swell Private Wealth into your firm, you will receive education and resources to better understand the complexities of insurance.

Tax Accountants

If you’re not just a bean counter, you have likely crossed paths with corporately owned insurance policies. You already know they magnify wealth and provide a runway for tax savings. However, the devil is in the details. We counsel you on the intricacies that allow you to advise your clients in this space.

Corporate Tax Lawyers

When complexity comes, how do you simplify it? We train corporate tax lawyers and their firms to strategically use corporate-owned insurance policies to fulfill shareholder and partnership agreements. You can craft anything you want but if the plan is not completed properly it only compounds the problem.

Financial Advisors

The reality is that you cannot be all things to all people. Perhaps you manage money or help people with basic insurance needs. If you want expert advice in the corporate insurance world, you come to us. You keep the relationship, and we come in to enhance the planning and strategy. We employ a win-win approach throughout.