Whitepapers

Investing In Life Settlements


Utilizing Specialized Expertise to Provide Investors Access to Exclusive Uncorrelated Returns

Whitepapers

Life Settlement Securitization


And Why the Life Settlement Asset Class May Be a Perfect Fit

Whitepapers

Investing In Long-Term Bonds Without Interest Rate Risk


The No-Commission Annuity Solution for Reducing Taxable Bond Gains

Whitepapers

 

Increasing After-Tax, After-Advisory Fee Retirement Income for HNW Clients


The private placement life insurance
solution many fee-only RIAs and family offices are missing

Actuarial and insurance experts that structure low-cost/no-commission solutions to fit clients’ financial plans