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Client Protection Program

Making sure our clients' planning works when it's tested.

With over 35 years of experience in protecting clients, we have learned that “once and done” planning simply doesn’t work. We typically hold Regular Progress Meetings with our clients once a year, but we can adjust to meet at different intervals for your convenience. We are also available for telephone and in-office meetings, because we want to be easily accessible to you and your family. These meetings allow us to take time to review changes in your personal and financial situation and make appropriate adjustments to your plan. We also re-evaluate and review your risk tolerance and your overall progress toward long-term goals. With the laws affecting the amount of assets you can leave to your heirs constantly fluctuating, it is good to come in and sit down with us at least every couple of years.

Your Regular Progress Meeting is only one benefit of our innovative Client Care Program. As a member, you will also have the opportunity to hold a Family Meeting. In addition to Regular Progress Meeting, your Family Meeting offers you a chance to bring in heirs and Trustees, so we can explain to each of them how your planning will work, when the time comes. You will receive a discount on any of the changes and funding work that we do for you as long as you are a member. You will also have preferred, 24/7 access to our firm's staff, so you know we will always be available when you need us most.

The benefits for our Client Care Program members is too long to list, so for more information on how this program works, e mail us at or call us at 501.221.7776.

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The Virgin Islands Office of ILP+ McChain Miller Nissman
53A Company Street
Christiansted, VI 00820
Phone: (340) 719-0601
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