Consulting
Independent Advice.
Strategic Guidance.
No Product Sales.
We help bring order to complexity.
At Life Insurance Strategies Group, we act as independent advisors in a product-driven world. We don’t sell life insurance. Rather, we help clients and institutions navigate it with clarity, purpose, and confidence.
Our consulting work spans two core areas: high-net-worth client engagements and strategic advisory for those building the future of the life insurance industry.
For High-Net-Worth Families and Their Advisors
We partner with wealthy individuals and their professional advisors, attorneys, accountants, family offices, and wealth managers, to help them make the most of life insurance.
We act as the quarterback for the entire life insurance journey, whether you're:
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Exploring options for a new policy
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Reviewing and stress-testing an existing portfolio
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Evaluating advanced structures like Private Placement Life Insurance (PPLI)
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Integrating life insurance into estate and legacy planning
Because we are fully independent and do not sell products, our role is to serve as an unbiased guide focused solely on what’s best for the client.
When appropriate, we also help clients negotiate fees and terms with brokers and carriers to ensure transparency and alignment.
Our goal is to protect the client’s interests while helping them access the right coverage, in the right structure, at the right price.
For Carriers, Reinsurers, and Founders
We advise insurers, reinsurers, and startups on how to bring new life insurance companies and products to market.
From initial concept and regulatory strategy to product design and distribution partnerships, we support clients at every stage of formation. With our real-world perspective and hands-on experience, we help translate bold ideas into operational businesses. Our work includes:
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Developing and refining product ideas
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Navigating regulatory and jurisdictional complexity
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Advising on product design and compliance
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Supporting new company formation and market strategy
Our clients include both U.S. and non-U.S. organizations looking to enter or expand in the high-net-worth and ultra-high-net-worth life insurance market.
Let's Get To Work
Whether you're advising a family, structuring a new policy, or building a new insurance platform, we bring the clarity, experience, and discretion you need.