Entrepreneurs

Insurance coverages and tax-deferred alternative investments

Innovative insurance planning to meet your unique liquidity needs.

Personal

Liquidity

Coverage

Depending on your life stage, you may still have a large percentage of your wealth in your business. We design life and disability insurance coverages with time horizons that align with your liquidity plans.

Estate

Liquidity

Coverage

You are not alone. Many of our clients don’t think about the impact of taxes and other estate costs in the event of death. We protect the value of illiquid assets to allow your heirs to keep your most valuable assets in place.

Key

Person

Coverage

We help entrepreneurs place life and disability insurance on themselves and/or their key employees. We structure the coverage to minimize the financial impact and use flexible products to align with your time horizon.

Tax-Deferred
Alternative
Investments

We structure institutional insurance products to help you minimize the administrative costs and burdens to achieve tax deferral. You can stay in control of the assets while deferring taxes on alternative and traditional asset classes.

Accident

(AD&D)

Coverage

You may participant in activities that put you at risk. We provide personal and corporate Accidental Death & Dismemberment coverage for many activities such as race car driving, piloting, scuba diving, and mountain climbing.

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Coverage Amounts

Life insurance death benefit and disability amounts from $500,000 to $100,000,000+.

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Allocation

Properly designed insurance is appropriate to allocate some of your fixed income and/or alternative investment allocation to reduce taxes.

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Speed

Get a quote and preliminary analysis within 3 to 5 business days.

Thank you for your interest in our services. We will reach out shortly.

We deliver innovative insurance and liquidity planning to meet your needs at each stage of your journey.

We understand the needs of entrepreneurs.

We use proprietary products and analysis others don't to give you the results you deserve.