Employers & Institutions
Insure key employees, fund benefit plan liabilities & specialty cash management
Insurance solutions to fund short and long-term liabilities
Fund Benefit Liabilities
Fund corporate benefit liabilities, such as non-qualified benefits, medical benefits, 401(k) matching contributions, and other employee benefit plans.
Protect Key People
Insure lost revenue, replacement costs, business expenses, and benefit plan liabilities.
Policy structure allows the business to defer investment gains or eliminate corporate taxes when the policy matures in a death benefit.
Our clients invest in proprietary and institutional insurance products to create an asset to offset emerging liabilities, minimize profit & loss impact for shareholders, and leverage the tax savings for improved returns.
We deliver proprietary and institutional products
We use products aligned to corporate objectives while insuring short and long-term liabilities.