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THE GILBERT GROUPINSURANCE FOR WEALTH TRANSFER PLANNING

PROVIDING THE HIGHEST LEVEL OF SERVICE

COMPANYThe Gilbert Group of Beverly Hills is a nationally-acclaimed insur-ance advisory rm. Our team includes some of the top insuranceprofessionals in the eld. Our principals average over 40 years ofindustry experience and are recognized as leaders on a national,regional and local basis. Our products have helped countlessclients fund estate plans, protect their families and businessessand ful lled charitable intents.The Gilbert Group’s sole business is providing custom, sophisti-cated insurance-based wealth transfer strategies for high networth individuals and families. Our clients include some of theworld’s most successful entertainers, athletes and executives. Oursuccess is a direct result of our focus on market trends. We make ita priority to remain at the forefront of tax laws and changes in theinsurance industry.

INSURANCE. ONLY INSURANCE. EXPERTISE The Gilbert Group works closely with the nation’s most prominent insurance carriers. We thoroughly review and monitor those with whom we conduct business. Our volume and relationships with these carriers enable us to secure the most competitive pricing. Given that every insurance company has di erent methods for assessing risk, our indepen- dence allows us to match individual client needs with the most appropriate carriers.

LIFE & DISABILITYThe Gilbert Group’s sole business is providing custom, sophisticated life anddisability insurance solutions for high net worth individuals. Known for ourindependence and transparency in communicating the bene ts and costs ofstrategic alternatives, we bring con dence to the insurance acquisition process.Some of the world’s most successful entertainers, athletes and executives, andtheir advisors, bene t from our decades of experience, tremendous volumeand collaborative approach to resolving wealth transfer, estate planning andasset protection.

SERVICESLife InsuranceDisability InsuranceWealth TransferLife SettlementsKey Person CoverageBusiness Succession PlanningBuy-Sell InsuranceFor those with existing insurance, we typically recommend a Policy Audit where weprovide a thorough review of the coverage in-place relative to the insured’s goals andbenchmark it to market alternatives. This valuable process brings peace-of-mind to ourclients and their advisors, as they can be certain that they truly understand their policyportfolio and how it achieves their goals.

SPECIALIZES IN THE EXCLUSIVE AREA OFHIGH-END INSURANCE.

ENTERTAINERSThe entertainment industry has historically been too risky for traditionalcarriers to insure due to a variety of factors. Some companies are uncom-fortable with the many months of unemployment in between jobs or theroyalty income that would inevitably continue even if a client were tobecome disabled. Additionally, many entertainers have seven figureincomes and require large monthly benefits that traditional carriers cannotor will not provide.At first glance, these cases seem di cult, but the Gilbert Group can getEntertainers covered. Our plan and process has been customized to meetthe unique needs demanded by high profile clientele and those workingwithin the movie, television, and music industries.

ATHLETESOver the years, we have become an industry leader in designingand o ering the most complete, comprehensive and sensibleinsurance coverage for professional athletes. We have an activeroster of satis ed clients from many di erent types of sports,with numerous celebrity athletes among them.Every athlete knows how important being insured is, but mostprofessional athletes devote a majority of their time to focusingon their sport and are often unaware of the ne details of theirinsurance coverage.

EXCUTIVESCompany executives and other powerful employees without proper insurance cover-age are risking nancial ruin in the face of a disability. Working in a specialty occupa-tion sometimes necessitates a High Limit Disability Insurance Plan.Unfortunately, for a highly compensated executive, su cient amounts of disabilityinsurance can be di cult to obtain from traditional carriers. Disability insurance isone of the most important parts of a secure nancial plan especially for highly com-pensated executives. The Gilbert Group can help design a executives maintain theirstandard of living in case an injury or illness leaves them unable to work. With highissue limits and generous participation limits we can provide income security for thehighly compensated client. Disability insurance is invaluable for any person in anyoccupation; a plan we can desgn will ensure clients can continue their standard ofliving despite a debilitating accident or sickness. The Gilbert group has over 40 yearsof underwriting experience; we will help you expertly explain disability plan optionsfor our clients to adequately protect their incomes.High Limit DisabilityKey Person CoverageDisability Buy-OutBusiness Overhead Expense

www.GilbertGroupBH.com