Our knowledgeable team of subject matter experts, attorneys and business specialists assist advisors, and their high-net-worth clients properly integrate life insurance solutions into their overall estate, business or financial plan design.
Overview of Services
- Case management
- Case design
- Policy reviews
- Illustrations
- Marketing support
- Spreadsheet analysis
- Underwriting expertise
- Access to industry leaders and experts
- Whole life
- Universal life
- Variable universal life
- Term life
- Annuities
- Long-term care
- Hybrid Long-Term Care
- Disability
- Life Settlements
- Private Placement
- BOLI
- COLI
- Executive Benefits
- Captive & Reinsurance Companies
- Foreign National Markets & Language Support
- Sports & Entertainment
- Premium Finance