Schooler Insurance Services

Mark Schooler and Elizabeth Schooler Davidson are independent brokers for Life Insurance, Long Term Care and Disability Insurance. Schooler Insurance Services represents the client. We explore all possible solutions with all major carriers in each specific area. Our goal is to first understand the need of each client and then to find the best company with the best product for them. We provide complimentary audits of existing insurance to help clients and advisors gain a better understanding of the reality of policies already in force, how it is performing and whether or not  needs are being met.

• Provide Life Insurance coverage for high net worth individuals structured to be estate tax free for estate liquidity purposes.

• Facilitate Life Insurance coverage for individuals with private and public Foundations with the Foundation being the beneficiary thus creating a Legacy.

• Work with Start-up companies as a resource, not only in the insurance area, but also as a facilitator in introducing the Principals to others who might be of help

•  Complimentary Life Insurance, Disability and Long Term Care Audits of existing policies.

• Individual Long Term Care Insurance

• Individual Disability Insurance

• Group Life, Health and Disability through 2 affiliations, one for small companies (2 employees or more up to 100 employees), and another for very large companies (100 employees to 10,000 employees).

• Partner with a group that does on-shore and off-shore private placement for high net worth clients.