Private Client Services

Personal Insurance:
Security and strategies to protect and transfer wealth.

Life insurance has evolved as a flexible and effective tool for wealth transfer, deferred compensation, stock redemption and cross purchase plans, as well as to amplify pension benefits and mitigate the risk associated with estate tax liabilities. Cherry Bekaert Benefits  professionals apply their extensive experience, expertise and resources to advise clients as to the most efficient and suitable life insurance options available to achieve their objectives.

The considered disposition of assets, anticipation of tax and liquidity issues, and provisions for the financial security of family and friends are important matters that should not be left to chance. Our efforts in this area are directed by partners with extensive experience advising affluent individuals, senior executives and owners of closely held companies.

  • Consulting & Competitive Analysis
  • Life Insurance for Estate Planning
  • Split Dollar Plans
  • Redemption & Cross Purchase Programs
  • Wealth Transfer & Equalization
  • Executive & Deferred Compensation

Cherry Bekaert Benefits advisors provide the independent advice and analytical services necessary to secure personal insurance on the most efficient and effective basis possible.

Private Client Resources

Cherry Bekaert Benefits Consulting, LLC is a Chernoff Diamond Affiliate. Chernoff Diamond & Co., LLC is a Managing Member of Cherry Bekaert Benefits Consulting. Chernoff Diamond & Co., LLC offering Securities and Investment Advisory Services through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Chernoff Diamond & Co., LLC is independently owned and operated. Chernoff Diamond & Co., LLC, is a member of the M Financial Group.

Cherry Bekaert Benefits Consulting, LLC is a Chernoff Diamond Affiliate. Chernoff Diamond & Co., LLC is a Managing Member of Cherry Bekaert Benefits Consulting. Chernoff Diamond & Co., LLC offers Investment Advisory Services through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Chernoff Diamond & Co., LLC is independently owned and operated. Chernoff Diamond & Co., LLC, is a member of M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship.

Chernoff Diamond and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Virginia, Wyoming and Washington DC. Residents of other states should consult with a local registered representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

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