Travis Burke, Tep, Cfp® Email & Phone Number

Travis Burke has been collaborating with advisors of ultra-high net worth domestic and foreign national clients and institutions for over 25 years, working to address their complex financial needs on a global basis. As a recognized thought leader in global wealth structuring and cross border planning, he has a proven track record of delivering innovative and customized insurance and asset management solutions to help ultra-high net worth and institutional clients grow and preserve their assets. Travis is responsible for spearheading development of the Axcelus proprietary Catalyst PPLI solution, where he oversees all aspects of the product’s evolution, marketing, and sales strategies to ensure its ongoing success and growth. This has resulted in over a half of billion dollars of new assets under administration. -About Axcelus - At Axcelus Financial, we leverage our extensive expertise in Private Placement Life Insurance and Annuities, as well as knowledge of the unique tax implications and challenges faced by domestic and international clients. We are a team of professionals who share a commitment to providing the highest levels of service and value to our clients. Whether it is for individuals and families, or for investment managers and their institutional client base, we aim to create solutions that efficiently and effectively access the U.S. private markets and optimize their outcomes.With over $14 billion of assets under administration, Axcelus Financial is a leading provider of private placement life insurance and annuities to individuals and institutions. The company employs over 100 people at offices in Philadelphia, New York, Bermuda, and Miami.

Listed skills include Life Insurance, Estate Planning, Management, Sales, and 38 others.