Finally, I have a valued and trusted professional to help guide my clients in the evaluation and selection of life insurance and its unique role as a vehicle to preserve wealth from the dual predations of litigation and taxation…. I can state unequivocally that the methods and techniques that my clients and I have learned from Clay were previously unknown to us, and he has been patient and highly professional in tailoring his solutions to the unique needs of my high net worth professional clients. I can recommend Clay without reservation as a peerless professional who places his clients needs first, and goes the extra step every time to craft innovative solutions to complex wealth management issues.

RICHARD EPLEY, PHD, CFP
CEO OF PANGENERIC CORPORATION

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