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Client Case Studies

Behind every policy is a great relationship

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

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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


Company acquires a life insurance policy insuring its CEO


Long-Term Care

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

Golden Gate Bridge

Key Person Insurance

Private Equity firm insures key people within its portfolio of companies

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