High Net Worth Insurance Solutions
We assist fee-only and RIA advisors by providing objective advice on how specific insurance products can be an important part of their clients’ portfolio.
We aren’t your normal “quote shop” we provide ongoing education to learning creative insurance solutions to helping overcome challenges in underwriting. We provide all the tools needed for fee-only advisors so that they may protect their client’s lifestyle from financial disaster.
Our insurance platform has over 50 insurance carriers to help you provide un-biased insurance solutions for your clients.
Contact us to learn more about how Brookfield Insurance Partners can help the fee-only advisor.
Low Load and No Load Insurance Products Tailored for RIA's
Benefits to the RIA
Benefits to the Client
- Provides the ability to charge AUM fees on life insurance cash values
- Implementation designed to meet regulatory requirements
- Tax-advantaged accumulation and future potential non-reportable tax-free distributions with asset management and reporting transparency
- Provide Asset Allocation for Portfolio Protection, as well as asset allocation and reallocation
- Improved projected performance through compensation reductions and potential Advisor Alpha through asset management discretion
- Attract additional AUM while maximizing tax diversification benefits of life insurance
- High Early account and cash surrender values
- No direct surrender charges
- Tax-advantaged accumulation, distributable asset bucket should death occur
- Lower loads, fees and expenses to increase opportunities of future asset performance
- Build a non-reported, distributable income and access asset
- Coordinated insurance assets within holistic portfolio management to add potential Advisor Alpha Returns
