Build lasting assets with whole life coverage
Combine permanent protection with disciplined cash value growth for long-term wealth planning.
$120M
Assets Planned
4.8/5
Client Rating
30+
Strategy Templates
Instant Approval
No medical exam required
A wealth-first approach to whole life insurance
Structure policies to support multigenerational goals and liquidity.
Asset Allocation
Coordinate whole life alongside your broader portfolio.
Liquidity Planning
Access policy value without selling other assets.
Legacy Protection
Create dependable coverage for generational goals.
Strategic Advisors
Work with specialists focused on wealth outcomes.
Coverage options built for Whole Life Assets
Choose the right policy structure to support your goals and timeline.
Legacy Builder
Whole life structured for estate and business continuity.
- Guaranteed death benefit
- Estate liquidity planning
- Business succession support
Asset Focus
Asset Accelerator
Enhance growth with additional paid-up additions.
- Accelerated cash value
- Flexible funding
- Dividend potential
Policy Audit
Optimize existing whole life assets for long-term goals.
- Performance snapshot
- Loan stress test
- Optimization roadmap
Get covered in three simple steps
1
Get a Quote
Answer a few questions about yourself and get instant quotes from top-rated insurers.
2
Choose Your Plan
Compare coverage options and select the policy that best fits your needs and budget.
3
Get Protected
Complete your application online and get approved. Your coverage can start today.
Wealth Strategy
Where Whole Life Fits in a Wealth Plan
See how whole life complements investment, estate, and liquidity strategies.
Insurance Basics
What is Whole Life Insurance?
Understand how permanent coverage works and why families use it for long-term protection.
Planning Guide
How Much Life Insurance Do I Need?
A practical coverage calculator to align protection with your family goals.
Ready to build an asset-focused policy?
Let’s map a whole life plan that supports your balance sheet.
No Medical Exam
Instant Quotes
Fast Approval
A+ Rated