Life Insurance Solutions for
The Affluent
Build and Preserve
Generational Wealth
Partners to Clients and Advisors
About Us
Industry Expertise
Our advisors have extensive experience in finance and insurance, ensuring you receive guidance tailored to your professional needs.
Personalized Solutions
We craft strategies that align with your unique goals, providing actionable steps for sustainable financial growth and security.
Proven Results
Our clients consistently achieve excellent improvements in their financial outlook, thanks to our data-driven, results-oriented approach.
Our Services
Life Insurance Planning and Review
Life insurance is an important part of an overall financial plan. When structured properly it can function as a long term financial asset, not just protection.
Estate Planning
Life insurance can play a key role in estate planning by providing financial protection and stability to one's heirs.
Key Person Coverage
Key person insurance, also known as “key man insurance”, is a life insurance policy that a company purchases on a vital employee's life.
Buy/Sell Planning
In a buy-sell agreement, business partners agree to a plan for what happens to the business in the event of one partner's death, disability, divorce or departure.
Employee Retention/Executive Retirement Plans
These plans often use special high cash value life insurance to provide attractive compensation, retain key employees, grow cash value, offer flexibility, and be cost-effective.
Premium Financing
Premium financing allows families and businesses to leverage borrowed capital to fund large life insurance premiums while preserving liquidity and maintaining strategic flexibility.
Life Settlements
The death benefit of life insurance policies can sometimes be sold as an asset and the cash paid to policy owners during the insureds life. We partner with the top settlement company to appraise your policies value within 48 hours
Disability and Longterm Care Insurance
Disability and long-term care insurance protect a family’s balance sheet by transferring the financial risk of income interruption and extended care needs to an insurance carrier.
Fixed Indexed Annuity
A fixed indexed annuity provides principal protection with returns linked to a market index, offering tax-deferred growth and a defined risk profile.
Private Placement Life Insurance (PPLI)
Private Placement Life Insurance (PPLI) is a special kind of insurance product that caters to wealthy families in a tax-efficient manner.
Family Office Consulting
Family offices can leverage life insurance in a variety of ways to protect wealth, provide for family members, and accomplish strategic financial goals.
"Our responsibility is simple: Serve affluent families with disciplined stewardship."
-Anthony Manahan, Founder
*Approximate Fuding
"Our responsibility is simple: Serve affluent families with disciplined stewardship."
-Anthony Manahan, Founder
Meet the Team
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