policyholders with an innovative solution for their premium costs while providing small and medium investors access to a valuable asset
How It Works
The components you will need to evaluate life insurance If you are reading this blog, you are probably a financial advisor. You may be starting
LiST: A TRANSFORMED PLATFORM FOR FUNDING LIFE INSURANCE PREMIUMS FOR YOUR CLIENTS WHO OWN LIFE INSURANCE POLICIES
As a financial advisor, you’re always looking for programs that will help your clients maximize their revenue and minimize their risk. For clients who own
We are people who build partnerships with people. We care about how they feel and understand what they’re going through. Together we can not only beneﬁt, but make the world a better place.
Technology gives us the opportunity to have a real impact on people’s lives. We use our knowledge and experience to build tools that supply true value to many people, value we know they deserve.
Our team of professionals has decades of combined experience building and creating complex ﬁnancial models for leading industry players in the ﬁnancial markets.