We serve successful individuals and families with the protection and preparing for liquidity when you need it most.
We understand the needs of entrepreneurs and deliver innovative insurance and liquidity solutions to meet your needs at each stage of your journey.
We help corporate executives protect income and retirement to insure the gaps created by employer-paid insurance and qualified retirement plans.
We deliver proprietary alternative investment solutions and provide services to help employers protect key employees, implement and fund non-qualified benefit plan liabilities.
A risk often overlooked by PE and VC firms, is the disability or death of key personnel within their portfolio of companies. Insuring the risk is pennies compared to the capital invested.