Design

• Maximize investment returns by only recommending only top-tier investment managers
• Maximize the amount of your company’s money that is put to work with strategies for funding up-front policy costs
• Minimize your institution’s credit exposure by using a separate account structure
• Minimize the risk-based capital impact of transactions with properly structured investment guidelines
• Minimize volatility of investment returns through stable value solutions
• Achieve the greatest protections via the most complete insurance company representations and warranties available
• No up-front commissions

Administrative Services

• We provide investment management compliance, monitoring and reporting services
• We provide “shadow” monitoring of the insurance transaction by loading the policy data into our proprietary systems, running the transaction in parallel with the insurance company, reconciling insurance company data and ensuring compliance