FOR OVER 20 YEARS
Your Partner in Creating Financial Comfort
At TW3 Group our mission is to partner with you to create financial comfort, help and protect your family and build a legacy. We are driven to provide objective, tailored solutions that enhance your life.
About Us
At TW3 Group our mission is to partner with you to create financial comfort, help and protect your family, and build a legacy. We are driven to provide objective, tailored solutions that enhance your life. Above all, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality service and advice to help you reach your personal goals.
10
# of AAA Rated Life Insurance Companies Represented
24
Years of Experience
300+
Clients Enjoying TW3Group Financial Comfort
> $1 Billion
Life Insurance in Force
Our Services
Retirement Planning
Tax-Deferred strategies used to maximize retirement savings.
BOLI and COLI Group Plans
Bank owned life insurance and corporate owned life insurance.
Premium Life Insurance Financing
Strategies used to protect, conserve and grow your estate.
Estate, Business & Supplemental Retirement Planning
Plan designed used to protect and grow these valuable assets the most tax-effectively.
Irrevocable and Revocable Life Insurance Trusts
Working with attorneys to maximize estate tax planning.
Business Buy/Sell Agreements and Funding
Strategies and techniques used to buy out partners and also enrich the sale and retirement of owners for their business.
Servicing Defined Benefit Plans
Designs for supplemental business retirement plans.
Thomas S. White III
PRESIDENT
Mr. White received his bachelor’s degree from Miami (Ohio) University in 1997, where he studied business administration, finance and speech communication. While at Miami, Tom played 4 years of NCAA Division I ice hockey, and captained the team that went to the NCAA tournament final 8 in 1997. Prior to Miami, Tom was captain of the United States National team, and was a finalist for the Dial award, which represents the top student/athlete in the country. As a National Hockey League 7th round draft pick of the Chicago Blackhawks, Tom began a short stint in minor league professional hockey, and later as a NHLPA certified sports agent to represent professional ice hockey players. Ultimately, he chose instead to focus his talents on protecting the financial futures of those individuals. Joining Northwestern Mutual in the spring of 2003, by December of that year, Tom had already qualified for the Million Dollar Round Table, a top 5% status of industry quality and standards.
Referrals always welcome! $500k income and/or $5M estate net worth.
Our Team
Our professional team is here to help you with any questions or concerns. Contact us and learn more.
Making the best choices for maximizing your financial comfort, minimizing taxes and blending in the right insurance and estate plans can be complicated. We strive to educate and simplify.
Questions? We are here to help!
Contact Us
Please message us with your questions and we will be happy to get back to you right away.
