OUR VISION

Our current mission is to provide unparalled services and the best viable plan solutions for the needs of our partners and clients. Looking beyond the horizon, we are striving to become the premier consulting and administration firm in the non-qualified executive benefit plan and advanced life insurance marketplace. But we can’t do it alone. We started in Minneapolis, MN and are working to have offices and partnerships throughout the Midwest and Southeast so we’re able to reach every advisor and their clients to fulfill their needs.