Life Insurance

We offer life insurance products to our clients through multiple life insurance carriers. Our product portfolio is made up of general account life insurance, indexed life insurance, separate account (variable) life insurance, and private placement life insurance. Our firm also has access to proprietary life insurance products through our membership in M Financial Group. These products are priced based on the demographics, mortality experience, and preferences of the high net worth individual and business client.

A life insurance policy designed for your needs

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

We deliver proprietary and institutional life insurance products.

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Coverage Amounts

Death benefit amounts from $1,000,000 to $100,000,000+.

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Protect

Insure estate tax liquidity needs, wealth transfer planning, and personal family death benefit protection.

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Speed

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

Protect your life

We offer end-to-end life insurance services. We design, underwrite, acquire, and service life insurance products for our clients through multiple life insurance carriers. Our firm also provides proprietary life insurance products through our membership in M Financial Group. These products are priced based on the demographics, morbidity and mortality experience, and preferences of the affluent individual and business client.

How It Works

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Quote & Analysis

Gather information on the estate, financial snapshot, insured(s) health, existing coverage amounts and objectives for the new life insurance.

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Private Underwriting

We use our private underwriting process to protect our clients and keep you in control of the process.

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Manage the Policy

Our firm provides ongoing management for the life insurance policy after it is acquired.