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Gateway Financial is a Pittsburgh-based insurance advisory firm, established in 1982, that designs, acquires and administers insurance portfolios for affluent individuals and businesses. These insurance portfolios help. . .
Our affluent individual clients to:
- Provide financial security to their families.
- Effectively and efficiently transfer wealth to the next generation.
- Create legacies and value-based incentive trusts for future generations.
- Equalize inheritances among children who are active and inactive in the family business.
- Establish and fund foundations for their communities.
Our business clients to:
- Provide funding for a smooth and efficient management transition.
- Indemnify their companies against the death or disability of key executives.
- Fund management compensation plans to ensure adequate security to support corporate promises.
- Fund supplemental retirement plans to attract, retain and reward key employees.
- Offer competitive and innovative employee benefit packages.