General Info

Thomas Cohn Associates is a recognized leader in the life insurance industry, with more than $1, 000, 000, 000 of coverage in force. We focus exclusively on identifying and providing creative, customized life insurance solutions to maximize estate plans, protect businesses, and fulfill charitable intent. We specialize in serving as a resource to leading estate and financial planning advisors and their high net worth clients, providing expert and impartial advice regarding the use and purchase of life insurance products. Our approach involves working closely with advisors and their clients to gain an understanding of the client's overall financial goals and identifying how the unique attributes of life insurance can help realize those goals. We then provide ongoing service and support to ensure the success of the strategies implemented. Wisdom - Our highly qualified staff has an average of 20 years of experience working with life insurance products. Advisors and clients turn to us for insight and a long-term perspective on available insurance products as well as strategies on how to best utilize those offerings to address issues with transferring wealth to future generations and charitable organizations. Our years of focused experience with life insurance gives us a valuable point of view on what will work best to achieve our clients' goals. Independence - We maintain access to a diverse portfolio of leading insurance carriers and products. Our independence allows us to serve the best interests of our clients, provide a wide array of alternatives, and ultimately, develop and implement more innovative strategies for our clients. Specialization - We are dedicated to working with sophisticated advisors to develop creative funding alternatives to increase the results of high net worth individuals' estate plans. Our singular focus allows us to channel our resources, delve deeper into clients' situations, and provide superior expertise and insight.