Structured Insurance Services LLC

Structured Insurance Services LLC (SIS) provides advanced insurance solutions for high net worth individuals, entrepreneurs and small corporate entities with needs for large amounts of permanent insurance. These solutions generally utilize advanced estate planning techniques often integrated with a Premium-Financed Life Insurance (PFLI) structure, where a permanent life insurance policy is melded with a borrowing facility to fund portions of premiums and other related expenses. Our Approach begins with identifying the best solution for each client’s specific situation and needs. We educate clients thoroughly about their transaction structure and its associated risks, which allows them to fully evaluate the merits with confident decision-making. We work closely with client estate planners and other constituents to ensure all parties are fully informed of the transaction and closing process. We assure proper execution of solutions and remain active with annual monitoring and reviews. Our Team comprises individuals with complementary backgrounds and deep experience and expertise across financial and estate planning, and insurance and capital markets. Such broad-based knowledge and skills ensure client solutions are developed and evaluated through differing lenses, which allows for better risk assessment and risk management, while maintaining suitability to the long term goals of our clients.