From Possibility to Feasibility
Are you an independent advisor? Partner with Us
In the high-net-worth market, strategies are abundant, but clarity is rare. The challenge is not finding an option, but validating it. Generic proposals often assume perfect scenarios, leaving critical risks unaddressed.
At Taxevity, we stress-test strategies against market reality. Rather than showing you what is possible, we determine what is viable for your specific situation.
Protection
The Foundation
Securing liquidity and lifestyle.
We validate Health Feasibility first—ensuring you can secure the necessary Life, Disability, or Critical Illness insurance to anchor the strategy before we build the rest of the plan.
Growth
The Structure
Using tax advantages to grow wealth.
We assess Economic Feasibility to ensure the strategy improves your position—whether corporately or your personally—without compromising your liquidity or cash flow.
Impact
The Legacy
Expanding capacity for family and community.
We audit Goal Feasibility to ensure the strategy you choose aligns with your intentions for your heirs and the causes you support.
Our Principles
We believe in clarity, education, and custom-built, stable insurance solutions. We focus solely on insurance, not tax or legal advice, allowing us to collaborate non-competitively with your existing team.
Our Origin
Founded by an actuary who built the products for the insurers before building the plans for you. We know how the machine works.
New in the Library
Your Insurance Proposal: How to Get a Real Second Opinion (With Scripts)
Most second opinions of insurance proposals end in confusion. Learn how to bypass the blind spots of your accountant, planner, and wealth advisor using specific Stress Test scripts—and why you need an Integrator to translate their feedback into a viable design.
Insurance Peace of Mind: Numbers are Meaningless Without Comfort
Spreadsheets can model tax efficiency, but they cannot model anxiety. Learn why The Temperament Gap causes complex insurance strategies to fail, and how to avoid the Panic Tax by stress-testing your design against your own emotional tolerance.
The DIY Feasibility Audit: How to Use AI to Judge Your Insurance Proposal
Information asymmetry is over. Learn how to use advanced AI tools like ChatGPT or Gemini to perform a DIY Feasibility Audit on your insurance proposal, instantly spotting red flags and sales fluff before before you commit to a formal audit.