Wealth Preservation Services

Wealth Preservation Services

Protecting one’s assets is an integral part of wealth management.

A key aspect of asset protection is insuring against certain risks. CC Employee Benefits, LLC (CCEB), an affiliate of CCWM, was created to meet our clients’ needs for comprehensive and independent wealth preservation services. It is common that a particular insurance vehicle provides the solution. Through CCEB, our clients have access to a wide range of insurance products- from dozens of highly rated insurance carriers- that are vital to protect, grow and/or transfer wealth.

We provide independent insurance brokerage and risk management consulting in the areas of:
  • Individual life insurance
  • Business life insurance
  • Long term disability insurance
  • Long term care insurance
  • Group insurance
  • Life insurance settlements
  • Captive insurance companies
  • Customized disability insurance  solutions for athletes, entertainers, and high-income earners

Employee and Executive Benefits:

  • Group health insurance
  • Group life insurance
  • Non-Qualified deferred compensation plans
  • Section 79 Plans
  • COLI/BOLI
  • Split-Dollar insurance strategies
Representative Carriers include:
  • Lloyd’s of London
  • AIG
  • Guardian Life Insurance Company
  • Berkshire Life Insurance Company
  • MassMutual Life Insurance Company
  • ING
  • MetLife
  • Prudential
  • John Hancock
  • Lincoln Financial
  • AXA Equitable
  • Principal