The Independent Life Insurance Advisor in Your Corner.
Independent advice. Specialized strategy.
We don't sell products. We don't earn commissions. We work for you.
We help advisors, affluent families, carriers, and founders make smarter life insurance decisions and build stronger life insurance businesses.
Our work spans three practices: independent consulting on complex insurance matters, strategic creative for firms in the industry, and international advisory for cross-border and offshore markets.
Some clients come to us because they need a second opinion. Some come because they are building something new. Some come because the stakes are too high for guesswork or a sales pitch.
Either way, we bring the same thing: deep industry knowledge, sharp thinking, and a point of view that comes from having worked inside the business at a high level.
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What We Do
Consutling
Independent life insurance advice for advisors, family offices, affluent families, carriers, and founders facing complex decisions.
What this includes: policy review, case design review, PPLI and PPVA evaluation, estate planning integration, split-dollar, cross-border planning, and carrier-side strategic advisory.
Why LISG
Most firms in this space know one part of the system.
Some know distribution. Some know product. Some know compliance. Some know marketing. Some know the client conversation.
We know how those pieces fit together.
Before founding LISG, our team held senior roles across major carriers, product development, distribution, reinsurance, and international markets. That means we do not just understand the theory. We understand how this business actually works when real money, real clients, real regulation, and real incentives are involved.
That perspective matters whether you are:
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reviewing a large in-force policy
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evaluating a private placement structure
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launching a new product
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entering a new market
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or trying to explain sophisticated planning ideas in plain English without sounding like a brochure from 2009
Start Here
The PPLI Guide
Our independent primer on Private Placement Life Insurance; how it works, who it's for, where it goes wrong, and what the market looks like today. The most comprehensive independent resource on PPLI available.
The PPLI Market Report
A detailed independent analysis of the U.S. private placement market: premium trends, platform dynamics, investment structure patterns, and where adoption is heading. No carrier sponsorship. No sales agenda.
Our Thinking
Monthly articles, interviews, and commentary on advanced life insurance strategy for the HNW market. Topics range across the full practice, including PPLI, estate planning, split-dollar, cross-border planning, and more.