When you’re working with affluent clients, opportunities often come with greater complexity and even greater potential.
Whether you’re helping a family preserve generational wealth, fund a business succession strategy, or create liquidity for estate taxes, large cases require a carrier with the financial strength, underwriting capacity, and specialized support to help you compete and win.
By increasing our retention from $2 million to $8 million, we are giving you greater capacity, flexibility, and confidence to pursue larger high-net-worth cases and deliver sophisticated planning solutions from concept through placement.
Pursue Larger Opportunities with Confidence
Estate Planning
High-net-worth families often need substantial death benefit protection to address estate tax liabilities, create liquidity, and preserve family assets. Increased retention allows us to support larger face amounts and more advanced estate planning strategies—helping you deliver solutions that align with your clients’ long-term legacy goals.
Business Planning
Business owners frequently require significant coverage to protect what they’ve built. From buy-sell funding and key person protection to executive compensation and succession planning, greater retention strengthens our ability to support complex business cases and the larger coverage amounts they often demand.
Legacy and Wealth Transfer Planning
Affluent clients are increasingly focused on preserving wealth across generations, supporting charitable causes, and creating lasting legacies. Larger case capacity provides additional flexibility to design solutions that help clients achieve these objectives while creating meaningful opportunities for your practice.
A Large Case Team Built to Help You Win
Capacity matters, but expertise matters just as much.
Our dedicated Large Case Team includes 20 large case specialists and 9 Advanced Sales professionals, bringing together more than 400 years of combined experience. Their expertise can help you navigate sophisticated planning situations, identify opportunities, and move complex cases efficiently through the sales process.
More Capacity. More Competitive Advantage.
As competition for affluent clients continues to grow, having access to greater retention can help differentiate your practice and expand the opportunities you’re able to pursue.
We are committed to helping you grow by providing the capacity, expertise, and support needed to compete for larger estate, business, and legacy planning cases.
If you have a significant case opportunity on the horizon, now is the time to start the conversation. With increased retention and specialized large case support, you can approach your next opportunity with greater confidence and greater potential for impact.
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