Life Insurance & Trust-Based Planning
for Families and Business Owners
Integration
Protection & Growth
At Green Flag Insurance, we specialize in high-cash-value life insurance, ILIT & SLAT trust planning, and business capital solutions that help families, entrepreneurs, and professionals achieve stronger financial outcomes.
What Makes Us Different?
Expertise That Goes Beyond a Typical Insurance Agency
Most insurance agencies focus only on selling policies. Green Flag Insurance integrates:
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Advanced trust design & ILIT/SLAT planning
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Business finance and capital access
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Cash-value optimization strategies
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Tax-efficient cash flow planning
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Attorney-ready concepts & structures
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Customized plans for business owners, professionals, and families
This combination allows us to deliver financial protection that is more efficient, more flexible, and more aligned with your long-term goals.
Your financial life is interconnected
Your insurance, your business, your trust planning, your credit, and your long-term goals. We provide solutions that bring all of this together in a coordinated and strategic way.
We focus on:
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High-cash-value life insurance for liquidity & long-term growth
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Trust-based structures like ILITs & SLATs for tax-advantaged protection
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Premium financing for qualified clients
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Business funding and equipment financing for growth
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Mortgage protection and basic life insurance for families
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Policy loan strategies for tax-efficient cash flow
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Life Insurance Solutions
Comprehensive protection, cash-value growth, and long-term financial planning.
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Life Insurance Review
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High Cash Value IUL & Whole Life
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Mortgage Protection
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Disability & Income Protection
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Learn more
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Advanced Planning Strategies
Attorney-friendly solutions designed for complex financial and estate planning needs.
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ILIT & Trust-Owned Life Insurance
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SLAT Strategies
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Premium Financing
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Business Owner Estate & Tax Strategies
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Policy Loan Optimization
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Explore Advanced Strategies
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It All Starts with a
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Discover & Review
We start with your current insurance, business goals, or trust structure. -
Design & Optimize
We recommend strategies and solutions that align with your needs. -
Implement & Fund
We help you secure coverage, structure trusts, or access business capital. -
Manage & Adjust
We provide ongoing support to ensure your plan adapts to your life and business.
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Ready to Strengthen Your Financial Future?
Whether you're reviewing life insurance, planning with an ILIT or SLAT, or seeking business capital, we’re here to help you build a secure path forward.
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Schedule Your Consultation
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Request a Life Insurance Review
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Apply for Funding
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Charles Wood, of Green Flag Insurance is a seasoned insurance expert with a background in commercial business funding strategies, and building wealth and security with individuals. He is dedicated to helping his clients secure the insurance protection and financial resources they need to protect their loved ones, grow and succeed.