Financial Institutions

We assist select financial institutions cross-sell their HNWI client base with offshore life insurance and annuities to generate substantial incremental revenues, retain assets and strengthen their client relationships. Services that we provide include:

• Compliance - advise what activities can be done where educate and train on the generic uses of offshore life insurance and annuities under compliance
• Case support - advice, solution design and implementation
• Facilitate the implementation of Private Placement Variable UL or Insurance Wrap programs
• Flexible business model that can work with institutions that have or do not have in-house insurance specialists

Effective and compliant support to assist select Financial Institutions cross-sell their wealthy client base with quality US$ offshore life insurance.