LLIS

Liquidity. Leverage. Legacy.

Schedule Consultation

Strategic Insurance Solutions

Our Services

Bespoke whole life insurance strategies designed for commercial real estate
investors and business owners who demand more than just a death benefit.

Choose Your Path

Service Packages

Every strategy is personalized. Choose the tier that matches your stage and goals — we’ll handle the rest.

Foundation Strategy

For business owners just starting their insurance strategy

  • Initial financial assessment
  • Policy structuring & design
  • Cash value optimization plan
  • Dividend strategy overview
  • Annual policy review
Schedule Consultation

Growth Strategy

For established investors looking to leverage policies

  • Advanced policy design
  • Portfolio integration analysis
  • Tax strategy alignment
  • Premium financing evaluation
  • Policy loan structuring
  • Bi-annual strategy review
Schedule Consultation

Legacy Strategy

Comprehensive wealth transfer & succession planning

  • Multi-policy coordination
  • Estate planning integration
  • Business succession planning
  • Trust & entity structuring
  • Family wealth education
  • Quarterly advisory sessions
Schedule Consultation

What We Offer

Detailed Service Offerings

Dive deeper into each area of expertise we bring to the table.
Our cornerstone product — structured to maximize cash value accumulation while providing a substantial tax-free death benefit. Your policy becomes a personal banking system, giving you liquidity for new investments or unexpected opportunities.
Leverage third-party financing to fund your premiums while keeping capital deployed in higher-yield investments. We design structures that let your money work in two places at once.
Access your cash value through low-interest policy loans without triggering taxable events. We help you create a disciplined borrowing and repayment strategy aligned to your business cycle.
Protect your family’s financial future with tax-free death benefits, irrevocable life insurance trusts (ILITs), and multi-generational wealth transfer strategies tailored to your estate.
Ensure a seamless transition of ownership with buy-sell agreements funded by life insurance, key-person coverage, and entity-based policy ownership structures.

How It Works

Our Process

Discovery Call

We learn about your goals, portfolio, and family situation.

Strategy Design

A custom policy blueprint built around your unique needs.

Policy Implementation

Guided underwriting & policy placement with top carriers.

Ongoing Review

Regular check-ins to adapt your strategy as life evolves.

Ready to Protect Your Legacy?

Schedule a confidential consultation to discover how whole life insurance can transform your wealth strategy.
  • 100% Confidential
  • 30-Minute Consultation
  • No Obligation
Schedule Consultation