About Us

We focus on two areas in particular: advanced planning with the client's best interest in mind, and training others to do this level of planning.

 

As an advanced planning team, we aim to provide solutions for complicated problems. We utilize our diverse experiences in life insurance, trusts, charities, foundations, estates, and settlement planning to prepare for the client's future. 

 

As trainers, we help agents and advisors differentiate themselves in their local community through innovative planning processes. At Armis Strategies we operate with a high level of integrity, loyalty, and duty. We strive to teach agents and advisors to exercise the highest level of care and to pay close attention to detail. Changing how our advisers are perceived and providing them with necessary tools and procedures will better all.

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Armis Strategies is a licensed insurance agency affiliated with Armis Advisers, the Private Client and Multi-Family Office division of Bison Advisors, a Registered Investment Adviser. Securities and Insurance products may lose value and are not insured by the FDIC. Armis analyzes but does not provide legal or tax advice.