Client Resources

Ensuring your financial legacy is protected is a vital step in estate planning. We all want to be sure that our heirs inherit the full value of what we have worked so hard to create. 

If you’re evaluating your options for estate planning, and are curious about premium financing and how it may fit into your strategy we would be happy to help you assess whether you are a good fit for a premium financing program. The best way to begin is to call us directly at 800-830-0093 or send an email to carolmcdonough@buckleygroup.org to schedule a 15 minute conference call where our team can ask you basic financial and estate questions to get a sense of what your goals are for your estate and how we can help you reach them. 

If you are an existing client and would like information about your account please contact our office at 800-830-0093.