Our current ICOLI solutions for Insurance Investors offer the additional and significant benefits of capital arbitrage and income tax optimization.
Our current BOLI offerings help Bank Investors access best-in-class separate account and general account BOLI structures to maximize long-term returns for this unique benefit funding investment.
Fund Employee Benefit Obligations | Favorable tax Treatment | Attractive RBC Treatment | Open Architecture, Bespoke ICOLI Structures
Strong Performance Track Record | Premier Middle Market Private Equity Funds | Deep Insurance Company Investment Experience
Driving new mortgage capital into underserved communities in the U.S. | SVO-Identified Bond ETF
NAIC A.1 Rating | Available as a Bespoke SMA
Bond-BOLI Level-Up Trade | New GA BOLI Placement New SA BOLI Placement | SA & GA Diagnostic Reviews and Remediation
Allows Insurance Allocators to efficiently access top PE investments with the strong capital and tax benefits of an ICOLI structure
Real Estate Finance | CM1-Rated Ag Loans
Low-cost lifetime benefits for key talent | Executive Comp Consulting
Data and payment contract optimization | Revenue enhancement/cost reduction strategies
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)
Marvin Owens, Chief Engagement Officer, Impact Shares
Copyright © 2023 Intera Capital Partners LLC - All Rights Reserved.
“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.”
Powered by GoDaddy