Your Bridge to Financial Independence

Your Bridge to Financial Independence

Independent & Objective

Providing independent and un-biased advice for affluent clients and their advisors.

Exclusive Products

Created with our carrier partners at preferred pricing and sold only through member firms.

Strong Carriers

Transforming the life insurance experience for clients and financial professionals.

Active in-Force Management

Active in-force management of product performance delivers long-term value to clients.

About us

We specialize in the design, installation, and administration of  insurance and wealth management strategies for family-owned and multinational family  corporations, as well as the value-based needs of the affluent and ultra-affluent.

We fully align ourselves with clients’ interests, putting our client’s needs and goals first. We treat all client relationships as persistent, long-term commitments. 

We work with some of the best minds in the industry – our member firms, partners, and support teams collaborate on solutions that bring our collective experience to clients.

What We Offer

Life Insurance

Life insurance has many unique characteristics that may make it an appropriate solution for a variety of uses.

Business Insurance

We are aimed at helping our clients achieve their objectives and take their businesses to the next level of success.

Retirement Strategies

Some of our clients require a comprehensive financial plan, while others seek counsel regarding a single area of concern.

PPLI & PPVA

These are cost effective insurance wrappers designed for ultra-wealthy investors, providing a customized solution that can reduce insurance costs while safeguarding tax-free earnings through hedge funds and sophisticated investments.

Premium Financing

Enables the ultra-affluent to purchase large amounts of life insurance by borrowing funds from a financial institution.

PPLI & PPVA

These are cost effective insurance wrappers designed for ultra-wealthy investors, providing a customized solution that can reduce insurance costs while safeguarding tax-free earnings through hedge funds and sophisticated investments.

Premium Financing

Enables the ultra-affluent to purchase large amounts of life insurance by borrowing funds from a financial institution.

WE LOOK FORWARD TO HEARING FROM YOU!

Contact Us!

If you have any questions, comments or concerns, please do not hesitate to reach out to us. We would be delighted to assist you in any way possible. 

A Goal of Excellence

Our firm’s experience is in helping families navigate CROSS BORDER and CROSS GENERATIONAL asset and tax implications by offering tailor made insurance solutions.

Our goal is to help you reach your lifelong objectives. We offer access to exclusive products and services tailored to the needs of affluent individuals, executives and business owners – providing value and excellence for over 20 years.

Understanding IUL  (Indexed Universal Life Insurance)

Indexed Universal Life (IUL) insurance is a type of permanent life insurance that offers a death benefit along with a cash value component that can grow over time. It combines the benefits of universal life insurance with the potential for higher returns based on the performance of a stock market index, like the S&P 500. IUL insurance is designed to provide flexibility, allowing policyholders to adjust their premiums and death benefits, while also offering the potential for significant cash value accumulation.

Understanding BOLI (Bank-Owned Life Insurance)

Bank-Owned Life Insurance (BOLI) is a form of life insurance purchased by banks where the bank is both the policy owner and the beneficiary. BOLI serves as a tax-efficient method for banks to fund employee benefits, enhance earnings, and manage liabilities. The cash value growth of BOLI policies is typically tax-deferred, providing banks with a stable, long-term asset that contributes to the institution’s overall financial health.

Insights Hub

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