The Lutgert Resnick Group provides independent and comprehensive life insurance guidance for affluent families, individuals, and executives. We work in partnership with our clients and are not employed by insurance companies. Our business has been built 100% from referrals by  current clients, attorneys, advisors, and other relationships.

Life insurance guidance is our niche focus. We do not offer investments or any other financial products.

We provide knowledge and expertise in:

  • Estate planning and tax reduction strategies
  • Guidance for family offices
  • Buy-Sell agreements for privately-held and family owned businesses
  • Estate equalization plans for children not active in the family business
  • Charitable giving