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The Affluence Group, Inc.

Life Insurance
Financial Planning
Estate Planning
At The Affluence Group, we simplify insurance and financial strategies so your clients understand what they’re getting, and why it will work for them, all while building a partnership that benefits you. With more than 30 years experience writing some of the largest, most complex policies in the country, we have a solid reputation as one of the best in the industry.

Insurance Experts for the Complexities of Life

Captive Insurance Arrangements

Low cost affordable domestic captives are available to help businesses and families to perfect their risk management needs. Captive services are not available through Affluence Group, but are available through Oxford Risk Management Group, LLC

Solutions

  • Charitable Estate Planning
  • Life Settlements
  • Policy Review
  • Post Retirement Medical Reimbursement Plan
  • Premium Financing Arrangements
  • Captive Insurance Arrangements
  • Retirement Planning
  • Asset Protection Planning
  • Estate Planning
Call us today to speak with a specialist.(410) 472-6490

Being the best comes from treating our clients with integrity and respect and adhering to a strict code of ethics. We craft solutions that are unique to the client and explain our proven concepts in clear language they can easily understand.

Building relationships with the agents we serve also is at the core of our business. We know how hard you work for your clients, so we’re not satisfied until a case is closed.

To that end, we work hard to build true partnerships, connecting individuals and organizations that need a specialist to handle difficult and complex high-end solutions. By understanding more about you and your clients’ specific needs and the available coverage and options, we deliver results that speak for themselves.

Come talk to us when you’re in need of a specialist to handle complex needs for your high net worth clients, including:

  • Life insurance
  • Financial planning
  • Estate planning

Learn more about Who We Are and why The Affluence Group’s approach works for you and your very best clients.

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