Ultimate Protection,
at a Fraction of the Cost

*High Life Insurance Death Benefit, less out of pocket for the client

HNW Life Insurance

We specialize in life insurance and protection plans for high net worth individuals and their families. At AldenRock, we create tailored plans to meet diverse needs, providing exceptional customer service throughout the entire process. Recognizing that each client has unique goals, our team of experts designs customized solutions and manages every step from start to finish.

The Rockefeller Waterfall Method

The Rockefeller Waterfall Method is an estate planning strategy that uses life insurance policies to transfer wealth across generations in a tax-efficient way. The method is named after the Rockefeller family, who used it to build and maintain their wealth. Want to learn how? Download AldenRock's comprehensive short guide with just your email

Premium Financing Insurance

Premium finance insurance, also known as premium financing, is a loan that allows an individual or company to pay for insurance premiums using borrowed money. This method allows our clients to invest their premium payment, into other financial opportunities, and diversification of investments, while keeping the same amount of protection. AldenRock takes care of the entire process providing our clients with the most comprehensive and personalized customer service available. Make your appointment today

Premium Flex Insurance

Premium flex is a tool that allows the client to leverage the cash value of the policy, to maximize the death benefit of the policy, while keeping the insurance premiums as low as possible. Make an appointment with our team of experts today

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AldenRock

info[a]aldenrock.com

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