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Alternative Assets


Alternative Asset Class

The Path to Success

By developing an understanding of our client's current and future financial needs, we are able to provide cutting edge solutions that serve as an alternative asset class providing benefits such as

  • Hedge against market risk 

  • Large blocks of insurance coverage for individuals and their families

  • Possibility of leveraging/financing the premiums with low-interest rates (Premium Financing)

  • Tax benefits

  • Mutual carriers and Indexed carriers

  • Estate planning 

  • Multi-Generational planning 

  • AA+ rated carriers 

  • High Liquidity

  • Guaranteed cash value, Premiums and Indemnity

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