Life Insurance Advisory 

The Value of Unbiased, Expert Advice

Life insurance policies are complex and dynamic assets, and their performance can often diverge markedly from original expectations depending on economic and market conditions.

At Bessemer Trust, we do not sell life insurance, so our interests and our clients’ interests are aligned. Whether you already have life insurance or are considering it, we can provide you with objective guidance — uninfluenced by commissions or fees of any kind.

Not only do we have extensive industry experience and deep expertise in all areas of life insurance; we are especially well-versed at addressing the often complex life insurance needs of families with substantial wealth.

Our collaborative approach allows us to work closely with you and your other trusted advisors to provide insurance guidance that is fully integrated with your overall wealth management plan.

Life Insurance Advisory Overview