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Insurance Companies
Domestic
Small companies that are interested in entering into high net worth individual market as well as large companies who are interested in entering into COLI/BOLI market.

Current existing clients’ assets under management range from $150 million to several billions.

Offshore
Companies that are interested in entering into high net worth individual market using exemptions of state premium tax and DAC Tax charge.

Current existing clients’ assets under management are under $150 million looking to grow rapidly using LPD’s innovative fee structure. This fee structure is based on our confidence attributable to the clients’ potential to succeed in the high net worth individual market.
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