Affluent Individuals & Families

A life insurance policy designed to protect generational wealth

Innovative insurance designed for affluent individuals and families

Personal

Liquidity

Coverage

Depending on the progression and liquidity of your estate plan, you have significant needs for immediate liquidity in the event of your death or disability.

Estate

Liquidity

Coverage

For ultra-affluent clients, we provide life insurance solutions for strategic wealth transfer and wealth protection. We protect the value of illiquid assets to allow your heirs to keep your most valuable assets.

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.

Accident

(AD&D)

Coverage

As an ultra-affluent family, your family members may participant in activities that put the family at risk. We provide personal Accidental Death & Dismemberment coverage.

Life Settlement Policy Sale

Do you qualify to sell your life insurance policy? The secondary market for life insurance allows policyholders to obtain values often higher than cash surrender values.

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Coverage Amounts

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

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Tax Deferral

Keep in control of the assets while deferring taxes on alternative and traditional asset classes that otherwise produce high annual taxation.

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Speed

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

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We use an integrated approach to insurance placement and funding. Using proprietary solutions and delivering objective recommendations based on nearly five decades of experience.

Insurance planning to protect generational wealth.

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