Client Success

Behind every policy is a great relationship

Explore success stories and learn how we are helping affluent families and institutions protect, transfer, and accumulate wealth.

Questions? We’ll put you on the right path.
Ask about our products, pricing, underwriting, administration or anything else. Our highly trained team is standing by, ready to help.

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Who We Serve

Behind every policy is a great relationship

Individuals & Families
Entrepreneurs
Corporate Executives
Employers & Institutions
Private Equity & Venture

Estate Liquidity with Life Insurance

Estate Liquidity

Protecting land and lease cash flow
for Generation II and III

COLI | Corporate Owned Life Insurance

Corporate Liabilities

Delivering tax-efficient returns on cash while funding liabilities

1035 Exchange | Tax Free | Life Insurance

1035 Exchange

Trust restructures a life insurance policy for
guaranteed returns

Market Analysis

Key Person

Hedge Fund insures founder and
portfolio manager to protect investors

truck on dirt

Life Insurance Plan

Employee & Director life insurance plan to fund long-term incentive plans

Business Meeting Discussion

Hostile Takeover

Highly leveraged company protects from a hostile takeover

Mother and Son

Life Settlement

Trust sells a life insurance policy on behalf of beneficiaries

Male Speaker

COLI

Company acquires a life insurance policy insuring its CEO

Brainstorm

Long-Term Care

Innovative company-paid benefit plan to insure the lifetime risk of long-term care