Why Partner With Us
Professional firms trust us to manage life-insurance advice for their clients—without extra licensing, staffing or compliance burden.
Whether you want to outsource risk advice, manage overflow work, or find a sustainable home for existing clients, we tailor the partnership to your goals.
Flexible Partnership Options
Choose the structure that fits your firm’s goals.
Solutions for Existing Client Books
Many firms hold valuable but time-consuming life-insurance books.
Servicing, reviews and claims absorb time while income gradually runs off.
You retain client ownership and remain the trusted adviser while we manage the advice, compliance and servicing.
We protect revenue, strengthen client outcomes and turn your book into a growing income stream.
Depending on your goals, we can structure this as a service partnership, co-investment or full acquisition.
Want to keep the income and grow the asset without the workload?
Solutions for New Partnerships
For businesses wanting to expand their service offering or ensure clients’ risks are covered, we provide end-to-end life-insurance capability that enable you to maintain and enhance your existing client relationships.
Financial Advisers:
Outsource or embed risk advice to free capacity so you can focus on what you love and grow your core business.
Accountants:
Help your clients protect their wealth, cashflow and succession — without the need to set up your own financial advice arm.
Mortgage Brokers:
Protect your clients’ loans and income while strengthening relationships and earning ongoing revenue.
How it Works
1. Book a Review
We assess opportunities within your client base.
2. Transition
We manage the onboarding and handover process smoothly.
3. Service & Growth
We assess opportunities within your client base.
4. Revenue & Reporting
Ongoing updates and shared income growth as client retention and engagement increase.
