Servicing Family Offices, Affluent Families, and Business Owners

Complex Life Insurance Planning

Designing, implementing, and managing sophisticated life insurance strategies that support estate planning, business planning, and long-term wealth preservation

Who We Serve

We advise clients whose planning needs require more than a conventional insurance approach. That includes affluent families managing multi-generational wealth, business owners with illiquid estates and succession concerns, and professional advisors seeking a specialized insurance resource for their clients.

  • Family Offices & Affluent Families

    Planning for estate liquidity, legacy, and tax efficiency.

  • Business Owners & Closely Held Companies

    Planning for continuity, succession, key person risk, and estate tax exposure tied to private business value.

  • Professional Advisors & Advisory Teams

    Supporting attorneys, CPAs, wealth advisors, and family office professionals with insurance-specific analysis and implementation.

Why Benson Blackburn

Specialized Expertise. Institutional Resources. Long-Term Commitment.

For more than 50 years, Benson Blackburn has focused on one discipline: helping affluent families, family offices, and business owners navigate complex life insurance planning.

Unlike firms that treat insurance as one of many service offerings, life insurance planning is our core competency. Our team specializes in the design, implementation, and ongoing management of sophisticated insurance strategies, including estate liquidity planning, business succession planning, private placement insurance, and large insurance portfolio oversight.

Our national practice is supported by deep relationships throughout the industry and institutional access through M Financial Group, one of the nation's premier organizations serving the high-net-worth market. This provides our clients access to specialized expertise, proprietary solutions, and competitive product structures not broadly available through traditional distribution channels.

Just as important as the planning itself is what happens after implementation. We have built our firm around a commitment to long-term client service, with dedicated resources focused on policy administration, performance monitoring, premium management, and ongoing policy reviews.

50+ Years of Experience

Serving affluent families and business owners since 1976.

National Practice

Supporting clients and advisors throughout the United States.

Advanced Planning Specialists

Focused exclusively on sophisticated life insurance and wealth transfer strategies.

M Financial Member Firm

Providing access to institutional resources, proprietary solutions, and specialized expertise.

Dedicated Service Platform

A proactive approach to managing insurance portfolios long after policies are implemented.