OUR ACCOMPLISHMENTS

Over the past nine years Continental has become one of the leading advisors to international families in the areas of private placement insurance products for tax efficient investments and trust and asset protection planning. Continental is a seasoned advisor on all aspects of the life insurance and annuity markets and has placed policies with the highest rated domestic and foreign insurance companies. Our consistent success is reflected in the following achievements:

• The placement of private placement life insurance and annuity policies to numerous high net worth families.

• Structured the investment of approximately $1 billion in premiums in life insurance and annuities by individuals, families, and family controlled entities.

• The issuance of life insurance policies having an aggregate death benefit of over $3 billion. Policies have been issued for as little as $1 million per life to over $125 million per life.

• Added over 40 hedge funds, funds of funds, and managed accounts to insurance company investment platforms.

• Advised on the creation of Insurance Dedicated Funds for fund managers and advisors.

• Advised on and administered numerous trust, companies, and investment partnerships.

 

 

 

 

© CONTINENTAL WEALTH ADVISORS 2010