Celebrating 30 years of Dedication to Optimal Insurance Solutions
Sterling Resources, Ltd. operates exclusively within the life insurance industry, serving clients on a regional, national, and international basis. A continuation of a family insurance tradition which dates back to 1916, our domestic (Sterling Resources Insurance Agency, Inc.) and international (Sterling Resources International of Bermuda Limited) practices focus on wealth transfer and accumulation strategies for ultra-high net worth families.
Sterling specializes in the creative use of life insurance products within the estate planning environment to provide liquidity and to reduce gift, estate, and generation skipping taxes. Our engagements include business continuity planning for closely-held businesses, analysis of existing individual life insurance portfolios, assessment of Private Placement solutions, and the design, implementation, and administration of split dollar insurance plans.