For too long fiduciary estate attorneys, CPAs, family offices, and financial advisors have had to settle with life insurance and annuity service providers with limited understanding of insurance who sold their clients poor products with hidden expenses that cost clients dearly.

But times have changed.

In the age of fee-compression, clients are demanding more comprehensive and fiduciary solutions from their advisors.

We utilize our life insurance, investment, and actuarial expertise to help advisors protect their clients’ portfolios against downside risk and provide higher after-tax, after-advisory fee returns than their current solutions.

We’re not just another insurance provider for UHNW clients and advisors; We’re their fiduciary actuarial and insurance partner

What We Do

UHNW Estate Planning

Cashing out a life insurance policy for a higher value

Private Placement Life Insurance

The ultimate planning estate and investment planning tool

Selling a Life Insurance Policy

Cashing out a life insurance policy for a higher value

Investing in Life Settlements

Uncorrelated 10%-14% net returns using specialized expertise

Our services our tailored to each individual client and advisor that we work with. Get in touch to learn how you can make better financial decisions for your clients while earning more for yourself.


Multi-Year Guaranteed Annuities (MYGAs)

Multi-Year Guaranteed Annuities (MYGAs)

The Benefits of Multi-Year Guaranteed Annuities over Taxable Bonds and Bank CDs In a previous blog post, we talked about the downside of taxable bonds. Namely that they are tax-inefficient, subject to interest rate risk, and don’t always provide downside protection in...