Institutional-grade life insurance consulting.
WHO IS THIS FOR?
Some cases require more than a general practitioner. Complex case design, advanced underwriting strategy, premium finance analysis, and high-net-worth policy review demand a different level of expertise —
one that most advisors bring in on an as-needed basis rather than maintain in-house.
Michael M. Feriola, CAPP is that resource. With 15+ years of institutional-level life insurance experience including multi-carrier placements at the highest levels of the market he serves as a senior consulting partner for professionals across the country who need a specialist in their corner on complex cases.
WHO WE WORK WITH
IMOs, Financial Advisors & RIAs
Complex case design, policy review, carrier comparisons, and underwriting strategy for your highest-value clients and agents.
CPAs & Tax Professionals
Life insurance analysis and estate planning integration for clients with significant policy holdings or complex transfer strategies.
Estate
Attorneys
In-force policy review, ownership and beneficiary analysis, ILIT structuring, and premium finance review in support of estate planning engagements.
AREAS OF EXPERTISE
