90+ YEARS
of financial and estate planning expertise, service excellence and commitment to clients
Watch this short video to learn how we “Bring the Golden Rule to Life”…in the lives of our clients and in all that we do.
BUSINESSES
• Buy/Sell Protection
• Key Person Insurance
• Executive Benefit Design
• Golden-Handcuff Plans
• Deferred Compensation Plans
• Supplemental Executive Retirement Plans (SERPs)
• Trust-Owned Life Insurance
• Estate Liquidity
• Life Settlements
• Income Replacement
• Integrated Long-Term Care Insurance
INDIVIDUALS
Services
We partner with Valmark’s Policy Management Company to provide ongoing policy monitoring and management services for our clients’ in-force life insurance policies. Through a detailed review process and objective analysis, the PMC determines the current performance of clients’ policies, identifies solutions to improve it as needed, and then provides active and ongoing management with annual reviews to keep the policy on track and performing as intended. All of this is accomplished through an effective combination of technology, a dedicated team of experts, and Valmark’s 50+ years of experience in providing sophisticated life insurance tools and solutions for insurance professionals. The Policy Management Company currently manages $50M+ of annualized premium by over 165 products issued by more than 25 different carriers. To learn more, click here!
Spotlight: Life Insurance 10X and the Importance of Ongoing Policy Management
Our Clients
McNair & Company is independently-owned, and thus, not tied to any one insurance company, product, or provider. Our goal is to help clients select the best options for them in a strategic context. McNair & Company has a long tradition of helping affluent families, entrepreneurs, and executives throughout the U.S. evaluate and construct their life insurance portfolios in order to:
Maximize Specific Goals
Protect the Value
of Current Assets
Transfer Wealth to Future Generations
and Institutions They Cherish
The Golden Rule Marble, encircled with a band bearing the inscription – “Do unto others as you would have them do unto you” (Matthew 7:12) – was created by Jesse Shwayder in 1910 as a timeless symbol for living, upon which he founded the Samsonite Corporation.
Fifty years ago, the founder of our partner firm, Valmark Financial Group, was given the Golden Rule Marble which became an enduring touchstone guiding the firm toward the highest ethical standards in all of its dealings.
When McNair & Company joined the Valmark family of firms, the Golden Rule Marble was presented to us as a guiding principle in all of our practices:
- Serving as an industry model for relationships built on trust and mutual respect
- Addressing the financial needs of our clients with innovative, collaborative solutions
- Safeguarding clients’ best interests at all times
One Simple Rule Guides All We Do
Contact Us
Concierge Underwriting Services to secure the best possible policies for each client's unique situation and goals
With client goals in sight, the specialization for which McNair & Company is known by both clients and advisors is the evaluation, implementation, and servicing of sophisticated life insurance products in the wealth transfer and executive planning process. With client goals in sight, the specialization for which McNair & Company is known by both clients and advisors is the evaluation, implementation, and servicing of sophisticated life insurance products in the wealth transfer and executive planning process.