Visionary solutions,
remarkable results
Creating Innovative Financial Security for Top Performers
[ Our Solutions ]
A-List Term
Multi-life, guaranteed issue type, pure individual term life insurance, carve out program.
- Corporate paid
- For a segment of highly compensated employees
- Up to $3,000,000 death benefit per employee (some restrictions apply)
- Individual policies, fully portable
Executive UL
Multi-life, guaranteed issue type, minimum premium universal life insurance, carve out program.
- Corporate paid
- For a segment of highly compensated employees
- Up to $5,000,000 death benefit per employee (some restrictions apply)
- Individual UL chassis, term-like premiums
- Fully portable
CEDi
Multi-life, guaranteed issue type, excess disability insurance program
- Corporate or Voluntary paid
- For a segment of highly compensated employees
- Up to $250,000+ monthly benefit per employee (some restrictions apply)
- Two life minimum
- Unique provisions and specialized case design
[ our people ]
Innovators. Educators. Advocates.
Generational knowledge and a passion to create original solutions ensure our team’s continuity. 
[ Our Technology ]
Ingenuity beyond policy.
Security beyond compromise.
Our consultation, education, and forward-looking guidance help you deliver victories for your valued clients.
