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Robin Glen: Your Strategic Partner in Insurance & Advanced Planning

At Robin Glen, we are committed to helping you elevate your practice by integrating sophisticated insurance and advanced planning strategies that address your clients’ broad needs. 

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Your Account Representative: 

Celeste Moya, Partner
•    Email: uscw@robinglen.com
•    Phone: 512-699-8858
 

When to Contact Us:

  • Client Reviews - Engage us to ensure your clients' insurance, estate, and business planning strategies are up to date, aligned with their goals, and optimized for performance.

  • General Client Meetings - Integrate our expertise into your client discussions to address complex insurance and planning questions.

  • New Client Prospecting & Onboarding - Enhance the value of your new client relationships by integrating our specialized solutions right from the start.

  • Considering New Financial Strategies - Consult us whenever you encounter a planning scenario that requires specialized insurance or tax-efficient strategies.

What We Can Help With:

  • Comprehensive Life Insurance Solutions & Existing Policy Review (including Premium Financing, Private Placement Life Insurance & Annuities)

  • Estate Planning, Integration & Review

  • Multi-Generational Wealth & Trust Planning

  • Business Risk Management, Succession, & Exit Planning

  • Income Tax Planning & Optimization

  • Long-Term Care & Disability Insurance Strategies

  • Annuities for Retirement & Wealth Transfer

  • Family Office Structuring & Management

  • Charitable Planning

U.S. Capital Wealth Specific Resources

Looking for resources created specifically by Robin Glen for U.S. Captial Wealth advisors?  You've come to the right place.  Click here to access our U.S. Capital Wealth Resource Page.

Sample Client Discovery Questions:

Insurance:

  • What type of insurance do you have in place (ex: life, annuities, disability, long-term care, etc.), and how does it align with your current financial objectives?

  • When was the last time you had your insurance coverage reviewed by your current insurance advisors?

  • What was the initial purpose behind your current insurance coverage, and does this purpose still resonate with your current situation and objectives?

Estate Planning:

  • What estate planning do you have in place (ex: will, trusts), and when was it last reviewed or updated? 

  • What changes have occurred in your estate since this planning was implemented?

  • How does your current estate plan account for potential estate tax changes?

Business Planning:

  • What are your primary concerns regarding business risk, and how are you addressing these in your current strategy?

  • As you think about the future, what strategies are you considering for a tax-efficient exit from your business?

Income Tax Planning:

  • How do you integrate income tax planning with your broader financial and estate planning efforts?

  • How do you coordinate your income tax planning with other aspects of your financial life, such as retirement planning or charitable giving?"

Charitable Planning:

  • What drives your philanthropic goals, and how are you structuring your giving to maximize its impact while also benefiting your estate?"

  • How do you integrate charitable giving into your tax planning to achieve both your financial and philanthropic objectives?"

Questions?

Always feel free to reach out to us directly, versus a 1-800 number, for any help or information. We are here to provide top-notch client service, making your experience smooth and personalized.

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