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We are on a mission...

To ensure that fiduciary wealth advisors are aware of and have a credible means to access, with their older HNW clients, the institutional market for unwanted, surplus in-force life insurance, and to sell those policies for as much as 60% of face value and a significant premium to surrender value.

​At least 63% of HNW households over 65 own $1.3 trillion of cash value life insurance, but 90% of those policies will be forfeited for little or no benefit to the owners, who have paid significant proceeds into those assets, which were often sold as an asset with investment value.

With our guidance, however, fiduciary wealth advisors can ensure that their clients among the 20,000 older HNW policy owners who will lapse $50 billion a year of policies can instead receive their portion of the $10 billion a year available to sellers from a universe of institutional buyers.

We are highly experienced private equity and capital markets professionals who work with like-minded advisors committed to the highest standards of fiduciary care. Our fast, comprehensive auctions connect policies with a regulated, liquid, competitive market of institutional buyers, such as Apollo, Blackstone, Barings, TPG, Berkshire Hathaway, and others.

We serve a rapidly expanding lost of leading wealth managers, RIA’s, and multi family offices with a highly specialized service that solves a high-value problem faced by almost 60% of your clients who live past 65; what to do with a large, unwanted life insurance policy. Due to a general lack of awareness or, in some cases, a rational distrust of industry sponsored solutions, older HNW households are forfeiting $9.3 billion. Every year.

There are fiduciaries and there’s everyone else. It’s time for a change and we’d like to invite you to join us on this righteous mission.

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