Who We Serve

Individuals & Families

We serve successful individuals and families with the protection and planning for liquidity when you need it most.

Entrepreneurs

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

Corporate Executives

We help corporate executives protect income and retirement with plans that insure the gaps created by employer-paid insurance and qualified retirement plans.

Employers & Institutions

We deliver proprietary alternative investment solutions and provide services to help employers protect key employees, implement and fund non-qualified benefit plan liabilities.

Private Equity & Venture

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.