We work as an advocate during the underwriting process, and work with our carriers to present your case in the best possible light by providing value in a streamlined process.
Brevity & Associates is founded and operated by managing partners, Brian Marshburn and Justin Stainback. Together, the two bring a wealth of knowledge in all facets of financial management to provide you with the best solutions with exemplary service. They have the ability to assess your entire portfolio and offer recommendations to augment your existing products. They are happy to work with your other professional advisors to create the best portfolio for your scenario. If you would like to learn more about the team, please click below.Learn more
Protecting yourself against the potential threat of long-term care seems to be the topic clients dislike discussing the most. With health care costs on the rise and long-term-care insurance premiums climbing by double digits several insurers have exited the business in the past three years. Many families are turning to an alternative: using life insurance Read More
I’m not wealthy, why would I consider a trust? This is meant to lay out what a trust can do and why it may be beneficial to consider. There are two broad types revocable and irrevocable. Revocable allows for changes throughout but, it also stays within someone’s estate, meaning it is not excluded from estate Read More
I wrote this article myself, primarily because I have worked with many of the individuals described below over the course of my career and quite a few recently. My spouse handled all of the family finances and just passed away, so what do I do now? You have started sifting through different bank, investment, and Read More
This low interest rate environment has been a mixed bag for individuals. For clients looking to borrow money it has been a great time to buy or refinance real estate. For those relying on cds for income it has been a different story. The one asset many clients take for granted are life insurance policies. Read More