Approach and Process

  • FAP builds optimized life insurance portfolios through our access, influence, and diligence
  • We deliver uncommon results for our clients and advisors because we follow a carefully constructed process which relies on investments in technology and human capital
  • We partner with top advisors who ask us to evaluate existing life insurance portfolios and share ideas on new planning for their clients
  • We help families understand the wealth transfer properties of life insurance and the attractive returns of this tax-favored asset class
  • We deliver real and identifiable "alpha" through carrier and product selection, funding design, underwriting results, and ongoing active management of the portfolio

Our Technology

Through the use of homegrown proprietary software, our clients receive industry leading service and deliverables.