• Keys to Success

    SAIL, LLC is a proven resource for innovative benefit and estate planning programs. We have long-standing alliances with leading insurance copanies, financial institutions and employee benefit consultants. Our full-range of expertise provides our partners with the knowledge, tools and guidance to be successful in the employee benefits marketplace.

  • Wealth & Estate Protection

    We help our clients plan for the future. That includes all the “what ifs.” What if I want to sell my business? What if I want to create a legacy for my children? What if I become chronically or terminally ill? We answer these questions by implementing customized solutions for our clients. Proper planning is the key to protecting our clients’ wealth and legacy. Proper planning isn’t simply building a retirement account; it is building plans to fulfill our clients’ dreams.

  • Small Business. Large Opportunities!

    At SAIL, LLC, we work hard to simplify our clients’ financial lives and business planning. In a time when everything is uncertain – from stock market inconsistency to rising healthcare costs to the economy – we are here to help. No matter where a client is in planning for their future, we have solutions.

Discover 4 Strategies to Reduce Taxes & Create Wealth!

Solutions for Your Business

SAIL, LLC is a wholesaler for a national employee benefits company. We specialize in the design and marketing of innovative insurance products and employee benefit plans for the small business and estate planning market. With many years of experience working with leading insurance companies, our actuarial, marketing, legal, and administrative experts help our partners become more successful with complex employee benefit programs. Learn more today!

Frequently Asked Questions

SAIL, LLC's sales support program is designed to help agents and brokers become more successful in sophisticated financial planning for their clients. From national training seminars on the skills needed to sell to specialized markets, to one-on-one sales training with actual clients, to sales assistance in closing cases - we provide agents with the customized support they need to achieve a higher level of success. Learn more about each of our solutions by clicking below.

About Us

The SAIL Philosophy: Focus on small business owners, develop innovative products that fully comply with the tax code, and create tools to help our partners become more successful. Core competencies include: Advanced Case Analysis, Excellent Track Record - Never a Negative Audit, Marketing Programs Ready to Use, Continuing Education Credits for a Variety of Courses, and Turn-key Solutions for Top-Tier Clients. Learn more by clicking on the picture below!

Contact Us

Need to contact us? You can send an email to andrea@sailfinancial.net

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Little About Us

 "The wise man bridges the gap by layinig out the path by means of which he can get from where he is to where he wants to go."  -- j.p. morgan A HIGHER STANDARD SAIL, LLC is focused on small business. With ... Read More »