Client-Focused, Menu-Based Solutions
Market-Leading Insurance Company-Owned Life Insurance (ICOLI)
Market-Leading Insurance Company-Owned Life Insurance (ICOLI)
Market-Leading Insurance Company-Owned Life Insurance (ICOLI)
Fund Employee Benefit Obligations | Favorable tax Treatment | Attractive RBC Treatment | Open Architecture, Bespoke ICOLI Structures | Combine with MMPE IDF for an even greater impact
Limited capacity Small & Middle Market Private Equity IDF
Market-Leading Insurance Company-Owned Life Insurance (ICOLI)
Market-Leading Insurance Company-Owned Life Insurance (ICOLI)
Strong Performance Track Record | Premier Middle Market Private Equity Funds | Deep Insurance Company Investment Experience
ICOLI Bundled with a Middle Market Private Equity IDF
Market-Leading Insurance Company-Owned Life Insurance (ICOLI)
ICOLI Bundled with a Middle Market Private Equity IDF
Allows Insurance Allocators to efficiently access top PE investments with the strong capital and tax benefits of an ICOLI structure
Compelling Bank-Owned Life Insurance (BOLI)
Impact Investing | Affordable Housing ETF | Employer-Assisted Housing
ICOLI Bundled with a Middle Market Private Equity IDF
Bond-BOLI Level-Up Trade | New GA BOLI Placement New SA BOLI Placement | SA & GA Diagnostic Reviews and Remediation
Real Estate Loan Offering for Insurance Investors
Impact Investing | Affordable Housing ETF | Employer-Assisted Housing
Impact Investing | Affordable Housing ETF | Employer-Assisted Housing
Transitional Commercial & Residential | Asset Class Diversification | Ease of Administration | Short Duration | Highly Experienced Team
Impact Investing | Affordable Housing ETF | Employer-Assisted Housing
Impact Investing | Affordable Housing ETF | Employer-Assisted Housing
Impact Investing | Affordable Housing ETF | Employer-Assisted Housing
Driving new mortgage capital into underserved communities in the U.S. | SVO-Identified Bond ETF
NAIC A.1 Rating | Available as a Bespoke SMA
Lifetime Income Non-Qualified Solutions (LINQS+)
Supporting U.S. Agriculture Through Innovative Investing
Supporting U.S. Agriculture Through Innovative Investing
Low-cost lifetime benefits for key talent | Executive Comp Consulting
Supporting U.S. Agriculture Through Innovative Investing
Supporting U.S. Agriculture Through Innovative Investing
Supporting U.S. Agriculture Through Innovative Investing
Real Estate Finance | CM1-Rated Ag Loans
Bank and Credit Union Performance and Cost Management
Supporting U.S. Agriculture Through Innovative Investing
Bank and Credit Union Performance and Cost Management
Data and payment contract optimization | Revenue enhancement/cost reduction strategies
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“Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Intera Capital Partners, LLC is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.”
BrokersCheck | Customer Relationship Summary
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