Sophisticated clientele think differently and have taken different paths to arrive at where they are today. The principals of The Lutgert Resnick Group understand this because we have been working exclusively with high net worth families and individuals for over 25 years.
We understand that the strategies required to protect and perpetuate their assets are a specialized area, one that requires individual emphasis and care.
This is our exclusive focus.
The Lutgert Resnick Group is a high performance, high integrity team of industry-leading professionals, whose singular focus is the design and implementation of life insurance policies for high net worth families and individuals. By staying deeply committed to our niche, The Lutgert Resnick Group’s depth of knowledge in life insurance is unparalleled.
As frequent lecturers at colleges and universities, including The Wharton School at The University of Pennsylvania, our expertise has been sought out by The Wall Street Journal, Forbes Magazine, The Journal of Practical Estate Planning and earned us an invitation to co-author The American Bar Association’s comprehensive book, Due Diligence of Trust Owned Life Insurance.
1964, Raymond L. Lutgert began a visionary project that transformed 760 acres of Naples beachfront into one of the most prestigious communities in all of Florida.
Our singular focus is to serve our affluent clientele with the finest life insurance strategies available anywhere. With over 25 years of experience, we have differentiated ourselves…
The Resnicks’ personal approach of educating their clients on the effective use of life insurance to protect their assets is a passion that translates into strong results that consistently exceed client expectations.
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