Who We Serve
As a national expert, serving the Premium Finance needs of the ultra-affluent marketplace, we are dedicated to staying ahead of the curve. It is our commitment to serving as a Premium Finance market leader that has made us a hub for joint work across the insurance advisory community.
We collaborate with high level insurance agents, CPA’s, trust and estate attorneys, family offices and investment managers seeking to expand wealth transfer possibilities for their clients. We take tremendous pride in the deep relationships we have developed over the years, each one displaying our same never-ending commitment to a client-first mentality.
Our “listen first, then educate” approach ensures we develop a plan that meets and exceeds the unique goals and expectations of our advisory community and their clients.
We help advisors that seek to:
- Provide cutting edge solutions
- Be a relied-upon expert for high-net-worth clients
- Solve difficult planning needs
- Provide sound, efficient, and well-thought-out solutions for their clients
We help individuals and families that seek to:
- Maximize the use of the wealth they have created
- Determine the most efficient funding designs to acquire their needed life insurance
- Provide a legacy to the next generation
- Include life insurance as a valuable and flexible asset in their portfolio