Consulting for the Life Insurance Industry
We work with professional life insurance producers, producer groups and life insurance companies to help them overcome complexity and make them more efficient and profitable.
U.S. and non-U.S. Distribution Strategy Development
Regulatory and Formation Assistance
Provide support to top tier producers and producer groups including:
Third-party education and validation to clients referred by producers who are considering a complex life insurance transaction.
Advanced concept case structuring.
Strategic planning and implementation for producer groups.
Determine the most efficient means for carriers and producer groups to deliver policies to clients seeking traditional, private placement, foreign national and corporate solutions.
Assist in the planning, establishment and start-up operations for U.S. and non-U.S. carriers.
Serve as an expert witness for litigation involving a life insurance transaction.