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

Estate Liquidity

Protecting land and lease cash flow
for Generation II and III

COLI | Corporate Owned Life Insurance
COLI

Corporate Liabilities

Delivering tax-efficient returns on cash while funding liabilities

1035 Exchange | Tax Free | Life Insurance
Tax Free

1035 Exchange

Trust restructures a life insurance policy for
guaranteed returns

Market Analysis
Key Person

Key Person

Hedge Fund insures founder and
portfolio manager to protect investors

truck on dirt
Life Insurance

Life Insurance Plan

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

Business Meeting Discussion
Liquidity

Hostile Takeover

Highly leveraged company protects from a hostile takeover

Mother and Son
Policy Sale

Life Settlement

Trust sells a life insurance policy on behalf of beneficiaries

Male Speaker
Stock Purchase

COLI

Company acquires a life insurance policy insuring its CEO

Brainstorm
Long-Term Care

Long-Term Care

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