For Institutions

FAP has truly created a new paradigm in the life insurance industry with extraordinary resources, which are evidenced by FAP's unparalleled proactive and thorough reporting (and compliance) driven by the firm's dedicated client service group and internal programmers. FAP's robust back office makes it very difficult, if not impossible, for trustees of large and complex TOLI portfolios, who have interviewed FAP, to select a team without such resources but rather based upon relationship alone.

FAP's platform is the largest and most technical of its kind in the U.S. and is sought by:

1. Trustees of life insurance trusts and advisors all of whom have very real and significant liability for the selection of and future monitoring of large TOLI portfolios.

2. Super affluent clients themselves who recognize the substantial dollar amounts committed to their TOLI portfolios and demand pro-active and ongoing professional management of that asset to ensure that desired results are achieved and financial returns are maximized (just as they would any other major investment).

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Financial Architects Partners is not affiliated with Kestra IS and Kestra AS.  Neither Kestra IS nor its affiliates provide legal or tax advice and is not a Certified Public Accounting firm.  

Certain appropriately licensed individuals of Financial Architects Partners are registered to offer Securities through Kestra IS or Investment Advisory Services through Kestra AS.  This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.  Check the background of this firm on FINRA's BrokerCheck.