“Collaborating with Millennium Insurance Design Group makes our
client relationships better.”
Frank Akridge, CFP – VP Tax Strategies, Howard Capital Management
MILLENNIUM INSURANCE DESIGN GROUP
“We make the planning better”
Our role is to help qualified clients identify and manage the often unspoken worry, fear and chaos that surrounds the purchase of significant life insurance solutions. Our work guides the client and their advisors to make smart decisions that lead to peace of mind and financial freedom. This supports the big impact they want for their families, businesses, customers, friends and charities.
We partner with professional advisors to complete their advisory team. Attorneys, Financial Advisors, Wealth Managers, CPA’s, Family Offices and Private Client P&C agents are among the professionals who consider MIDG their insurance authority of choice. These advisors understand that respectful collaboration delivers better results, enriches their client’s planning experience, and strengthens client relationships.
SUCCESSFUL INDIVIDUALS, FAMILIES, AND BUSINESSES
BENEFIT FROM WORKING COLLABORATIVELY WITH MIDG
- Clients and trusted advisors who work well together — they genuinely like and respect each other
- High income business owners, executives, professionals and trusts — restricted from serious contributions to company retirement plans, high tax rates
- High net worth individuals, families and trusts — creatively protecting wealth from IRS confiscation, supporting charities and defining a family legacy
- Advisors and clients who appreciate a team approach to planning — synergy with subject matter authorities can create amazing results
Our Collaborative Process
The advisor recognizes that MIDG specialists could make the plan better.
The Advisor introduces MIDG by arranging a teleconference or office meeting. If we’re a good fit, we engage.
MIDG is thrilled and honored to be part of the planning team. We’re committed to delighting the client and their advisors with 5-star service.
Collectively we agree that the solutions make the plan better, then commit to implementation. Action is taken to secure and pay for policy(ies), legal documents, and accounting models.
MIDG goes to work to understand the client’s desires and objectives, then designs solutions to fill gaps in the plan. This is where trust and friendships are built. It’s also when the heavy lifting of negotiation with insurance carriers take place, where we support advisors with advanced financial models and where we try on a few ideas.
YOUR DESIGN TEAM
Jim Laughlin and Art Sobczak founded MIDG as a truly collaborative platform. They each have decades of experience working with advisors and their most successful clients. Authors, speakers and educators, Jim and Art have developed a national network of technical experts, strengthening MIDG’s ability to design and implement custom life insurance solutions for business planning, estate conservation, philanthropy and income tax management.
We have a passion for working collaboratively with advisors and clients. It’s more fun than working alone. With each of us having nearly 40 years in the financial services business, we’ve made it our mission to stand side-by-side with clients and their advisors in order to magnify the power of team creativity. When you decide to add us to to your advisory team, expect that we will bring high energy and enthusiasm to your project, and will be fully engaged in making your planning better. Start the conversation today!