Our integrated platform enables our Firms to serve the broad needs of their sophisticated clients.
Holistic planning strategies and solutions are coordinated and leveraged across the product and regulatory spectrums. With core disciplines in individual insurance and financial products as well as corporate and business solutions, our platform also includes a top-tier broker dealer to support our Firms with multidiscipline practices as well as a corporate RIA.
50-state life agency, national network and producer group consisting of 175+ elite independent Firms
Top-tier Broker-Dealer for independent life firms with multi-discipline practices
Sophisticated suite of products and services serving middle-market companies and their executives
Robust advisory platform supported by preferred selling arrangements with top asset managers