David M Jones & Associates is a trusted family wealth insurance advisor and life settlement specialist based in Naples, FL. They offer innovative estate planning strategies for clients aged 60 and over, with a focus on preserving family wealth valued at $5 million or more.
With their expertise in taxes, trusts, investments, and insurance, David M Jones & Associates helps clients navigate the complexities of the market to make informed decisions about their life insurance policies. Whether it's cash surrendering, letting the policy lapse, or exploring the option of a life settlement, they provide personalized guidance and representation in the life settlement marketplace.
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