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.
Client Advocacy
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.
Collaborative Mindset
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.
Indexed Permanent
Life Insurance Calculator
The use of advanced financial tools and calculators is integral to making informed decisions in wealth management.
A whole life insurance policy calculator assists individuals in evaluating the long-term benefits and costs associated with different policies.
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.
The Rockefeller Waterfall Method
The Rockefeller Waterfall Method is inspired by their strategic approach to multi-generational wealth planning. This method is more than just an estate planning tool—it’s a financial philosophy focused on asset protection, tax efficiency, and controlled wealth distribution.
Life Insurance for Global Citizens
In today’s interconnected world, life insurance for global citizens is more relevant than ever. Global citizens, those with financial and personal connections across borders, must consider several critical aspects when securing insurance. From policy portability to tax implications and regulatory compliance, understanding these factors ensures effective financial planning and security for your loved ones.
Insights Hub
Exciting news in finance and insurance! These industries are constantly evolving to better serve customers with personalized options and convenient technology. Stay tuned for more updates.