Partner Offerings | 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
“One of the largest barriers to wealth creation for minorities and Black Americans is the lack of inherited wealth. Providing affordable housing to minority Americans is a crucial step in helping to address the widening racial wealth gap and catalyzing economic growth in LMI communities.”
Marvin Owens, Chief Engagement Officer, Impact Shares
Leveraging Capital Markets for Greater Good
Impact Investment strategy with a focus on increasing the flow of mortgage capital to support homeownership in economically disadvantaged communities as a means of reducing the racial wealth gap in the U.S. Our unique investment vehicles includes the Impact Shares Affordable Housing MBS ETF (OWNS) and a companion SMA offering, managed by Community Capital Management.
Impact Shares Affordable Housing MBS ETF (NYSE: OWNS) Celebrates Its First Anniversary:
Impact Shares Launches the Affordable Housing MBS ETF (NYSE: OWNS)
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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.”
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