About Us

We are an independent life insurance advisory and brokerage firm, specializing in reviewing in-force life insurance policies and procuring guaranteed life insurance products. Our team is made up of former life insurance industry executives and brokerage managers with a focus on providing guaranteed life insurance products and guidance to clients and their Financial Advisors, RIA’s, Private Family Offices, Foundations, Trust Officers, CPA Firms and Law Firms.

While we have over 100 years of combined experience in the Life Insurance industry and are extensively familiar with all life insurance products, we are considered the firm of choice when a client or advisor requires guarantees.