Southport Compass partners with insurance carriers, financial institutions, and advisors to plan and execute strategies that address client wealth transfer and risk management goals. We assess, navigate and execute advanced planning strategies for personal and business clients, managing all aspects involving insurance products. At Southport Compass, we maintain a client-focused approach that balances effective planning strategies with practical implementation, providing expertise in financial underwriting, including taxation, trust planning, premium financing, review of complex and unique insurance planning arrangements, and customized product designs. Our team is comprised of advanced planning attorneys and case design specialists with extensive experience in management, sales, underwriting, and operations roles at major insurance carriers.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 354 Pequot Ave.,
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- southportcompass.com
- HQ
- Southport, CT
Southport Compass Questions
Southport Compass's website is southportcompass.com
Southport Compass's LinkedIn profile is https://www.linkedin.com/company/southportcompass
Southport Compass has
7 employees.
View email and phone details for 7
employees at Southport Compass.
Southport Compass's industry is
Insurance
Southport Compass's top competitors are
American Funding,
Smartomat,
Meritage Wealth Insurance Advisors,
Kyros Wealth Management, Llc,
Alchemist Climate Ventures,
Founderscard,
Crump Life Insurance Services,
Americafirst Wealth Management, Inc.,
Triathlon Partners Llc,
Populist Capital.
Southport Compass's categories are Insurance
Southport Compass's founding year is 2016
