Protect what matters most
Insurance is more than a productโitโs a tool for risk management, legacy building, and financial stability. At Global Advisers, our insurance solutions are designed for business owners, executives, and professionals who need strategic protection aligned with long-term financial goals.
Through our in-house insurance division, CoreShield Insurance, we provide independent analysis, needs-based modeling, and implementation support across life, health, disability, long-term care, and business coverage. We do not sell proprietary products or earn commissions from insurance companies unless disclosedโand we never let compensation dictate our recommendations.
Built for Business Protection and Planning
Every financial strategy must account for risk. Whether you’re planning for succession, protecting your family, or shielding your business from liability, the right insurance structure plays a central role.
Our advisors deliver integrated insurance planning that complements your investment, tax, and estate strategies. We help you identify gaps, reduce costs, and simplify decisionsโso youโre not overpaying for the wrong coverage or missing protection where it matters most.
We specialize in structuring policies around liquidity needs, income replacement, business continuity, and tax-sensitive wealth transfer. The result is a protection plan that supportsโnot complicatesโyour broader financial picture.
Business Account Features
Is It Right for You?
Our Insurance Solutions are designed for leaders who want to integrate protection into their overall wealth strategy. This service is ideal if:
Key Benefits
Insurance doesnโt have to be confusing or sales-driven. We bring clarity to coverage and help you implement only what you truly needโwithout pressure, jargon, or hidden agendas.
Fees & Expenses
Our planning-based approach to insurance means you only pay for what you need. We offer flat-fee insurance analysis with no obligation to implement; commission-offset planning, where fees may be waived if insurance is placed through us, and ongoing review and management as part of comprehensive planning engagements.
All compensation is fully disclosedโwhether fee-only, commission-based, or blendedโand always structured to eliminate conflicts of interest.
Letโs Talk
800.832.8514
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