Our Mission Statement


To best help and serve our clients and their financial advisors, the mission of Cohn Financial Group is to:

  • Innovate by applying our expertise, creativity, and extensive knowledge to help clients and their advisors make informed decisions
  • Customize and implement solutions that integrate into clients’ overall business and personal objectives
  • Educate and engage clients and other stakeholders in a collaborative process
  • Work effectively with professional advisors for best results
  • Be the most respected resource and preferred provider for private placement life insurance and annuity products
  • Cultivate a rewarding and stimulating business environment that encourages the professional and personal growth of our employees
  • Enhance our community and charitable organizations through personal service and philanthropic support
  • Exceed our clients’ expectations in the areas of service, performance and value

Our Mission Statement


To best help and serve our clients and their financial advisors, the mission of Cohn Financial Group is to:

  • Innovate by applying our expertise, creativity, and extensive knowledge to help clients and their advisors make informed decisions
  • Customize and implement solutions that integrate into clients’ overall business and personal objectives
  • Educate and engage clients and other stakeholders in a collaborative process
  • Work effectively with professional advisors for best results
  • Be the most respected resource and preferred provider for private placement life insurance and annuity products
  • Cultivate a rewarding and stimulating business environment that encourages the professional and personal growth of our employees
  • Enhance our community and charitable organizations through personal service and philanthropic support
  • Exceed our clients’ expectations in the areas of service, performance and value