Built for
collaborative advisors.
We are a specialized capital structuring layer — not a replacement for you. We handle premium finance design and implementation. You retain full planning authority, AUM relationships, and client control.
Schedule an Advisor CallYou stay in control.
We handle the structuring.
Many advisors recognize the opportunity in premium finance and bank-structured strategies — but don't have the specialized infrastructure to design, illustrate, and implement them. That's where we come in.
What We Handle
- — Client pre-qualification & suitability assessment
- — Premium finance illustration design
- — Conservative scenario modeling with stress tests
- — Interest rate sensitivity analysis
- — Carrier selection & underwriting coordination
- — Lender relationship management (36+ bank relationships)
- — Implementation & annual policy review
What You Retain
- — Full planning authority over the client relationship
- — AUM relationships & investment management
- — Client trust & primary advisor status
- — All existing service arrangements
- — Revenue participation structured per case involvement
- — Credit for introducing a new capital strategy to your client
A clean, structured
referral process
You introduce us to a client you believe may be a candidate for premium finance or capital structuring strategies. We take it from there.
We assess suitability — liquidity profile, income timeline, tax situation, and risk tolerance. We only move forward on cases that make sense.
We produce conservative, stress-tested illustrations with full disclosure of non-guaranteed elements. You review everything before client presentation.
We manage lender coordination, underwriting, and carrier selection. You stay informed at every stage without carrying the operational load.
Annual policy reviews ensure the structure continues performing appropriately. You remain the client's primary point of contact throughout.
Revenue participation is structured per case based on your level of involvement. Transparent, documented, and agreed upon before any case begins.
Why Advisors Work With Us
Premium finance and bank-structured life insurance are powerful strategies — but they require specialized infrastructure most advisory firms don't have in-house. Lender relationships, carrier expertise, illustration discipline, and ongoing case management take years to build.
We've built that infrastructure. You bring the client relationship. Together, we deliver a capital strategy your clients can't access anywhere else.
Let's talk about
your next case.
If you have a client who may be a candidate for premium finance or capital structuring, let's have a 30-minute advisor call — or submit a client case directly and we'll run the numbers within 24–48 hours.