PREFERRED ACCESS LIFE, LLC
NAPLES, FLORIDA

. She focuses on the strategic design and implementation of life insurance programs for affluent families, individuals, and senior executives in the areas of estate planning, business succession, charitable planning, and buy-sell agreements. Her practice serves clients in numerous states across America. Billie is also recognized for her successful implementation of difficult underwriting cases and is credited for her highly effective inforce life insurance policy monitoring systems, which is utilized by attorneys, CPAs, Family Offices, and Trust Departments on behalf of their clients. . She focuses on the strategic design and implementation of life insurance programs for affluent families, individuals, and senior executives in the areas of estate planning, business succession, charitable planning, and buy-sell agreements. Her practice serves clients in numerous states across America. Billie is also recognized for her successful implementation of difficult underwriting cases and is credited for her highly effective inforce life insurance policy monitoring systems, which is utilized by attorneys, CPAs, Family Offices, and Trust Departments on behalf of their clients. . She focuses on the strategic design and implementation of life insurance programs for affluent families, individuals, and senior executives in the areas of estate planning, business succession, charitable planning, and buy-sell agreements. Her practice serves clients in numerous states across America. Billie is also recognized for her successful implementation of difficult underwriting cases and is credited for her highly effective inforce life insurance policy monitoring systems, which is utilized by attorneys, CPAs, Family Offices, and Trust Departments on behalf of their clients. . She focuses on the strategic design and implementation of life insurance programs for affluent families, individuals, and senior executives in the areas of estate planning, business succession, charitable planning, and buy-sell agreements. Her practice serves clients in numerous states across America. Billie is also recognized for her successful implementation of difficult underwriting cases and is credited for her highly effective inforce life insurance policy monitoring systems, which is utilized by attorneys, CPAs, Family Offices, and Trust Departments on behalf of their clients. –John Cardello, Partner of National CPA Firm ©2018 Preferred Access Life. All Rights Reserved. …They are excellent at what they do in terms of knowing the product. Excellent academically. They always put the client first. –John Cardello, Partner of National CPA Firm They were able to use cash values just sitting in my policy in a trust. We added $1 million to our death benefits for our daughters. And we (trust) pays almost $30,000 less every year. We are extremely happy. ©2018 Preferred Access Life. All Rights Reserved. –John Cardello, Partner of National CPA Firm ©2018 Preferred Access Life. All Rights Reserved. …They are excellent at what they do in terms of knowing the product. Excellent academically. They always put the client first. –John Cardello, Partner of National CPA Firm They were able to use cash values just sitting in my policy in a trust. We added $1 million to our death benefits for our daughters. And we (trust) pays almost $30,000 less every year. We are extremely happy. ©2018 Preferred Access Life. All Rights Reserved. . She focuses on the strategic design and implementation of life insurance programs for affluent families, individuals, and senior executives in the areas of estate planning, business succession, charitable planning, and buy-sell agreements. Her practice serves clients in numerous states across America. Billie is also recognized for her successful implementation of difficult underwriting cases and is credited for her highly effective inforce life insurance policy monitoring systems, which is utilized by attorneys, CPAs, Family Offices, and Trust Departments on behalf of their clients. — Owner/ One of the World’s Largest Sports Products Manufacturers …They are excellent at what they do in terms of knowing the product. Excellent academically. They always put the client first. — Owner / One of the World’s Largest Sports Products Manufacturers –John Cardello, Partner of National CPA Firm They reduced our future premium payments to nine and guaranteed the same life benefits. This saved us $100,000 a year and allowed us to reinvest the difference in premiums of almost $1 million into our business. ©2018 Preferred Access Life. All Rights Reserved.