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