We are an advanced markets team that works with highly successful life insurance professionals, empowering them with options to help their clients plan for their families, businesses, and community.


Each of the principals of ABM has over 20 years in the life insurance industry and estate, business, executive benefits, retirement, wealth preservation, and charitable planning. Catering to the affluent clientele, we have handled cases that involve some of the wealthiest families and businesses in the United States. The principals of ABM have an incredible track record of closing cases that range from the simple to the most complex.


Our professionalism, integrity, and willingness to provide the best we have to offer are second to none.


We provide the "A to Z" solution; from client analysis to plan design to execution, we look at the client's entire picture to gain a better understanding of the client's ultimate estate, tax, and insurance needs and goals. Working with the client's planning team we create, illustrate, and present comprehensive plans that provide tax efficient solutions to meet these needs and goals. We aid the insurance professional and act as liaison between the client's attorneys, CPA, and other financial advisors, and insurance carriers to facilitate the understanding and execution of proposed plans.

ABM LLP

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