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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

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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

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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

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[ 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.