Member Preferred Group Insurance Plans
Nationwide Wealth Management LLC helps Owners & Members protect their wealth from mortality risk by designing, implementing, and administering life insurance portfolios. NWM provides objective and innovative solutions with a goal to reduce costs, minimize risk and improve policy performance.
NWM’s unique product offering includes utilization of a tax strategy that transforms ordinary taxable income and capital gains into tax-free income without any income reporting requirements. This is accomplished through the implementation of a private placement chassis on your investment portfolio. Your qualified financial advisor can continue to manage the diversified portfolio.
We offer exclusive complementary review and analysis of:
- Personal and Business Life Insurance Policies
- Disability and Long-Term Care
Canyon Ranch Owners & Members are eligible for:
- Concierge level application process
- Minimal financial disclosure
- Expedited underwriting
- Complimentary annual reviews
- Partner relationships with all premier highly rated insurance carriers
- Access to institutionally priced proprietary products
For more information or to inquire about the program,
Elizabeth A. Keenan, Partner