Providing Life Insurance Expertise to High Net Worth Clients and their Advisors
Large Case Expertise
Our underwriting process is designed specifically to protect the interests of clients to ensure best possible policies at the best possible rates with financially strong insurers
Our cases are carefully managed to assure the best possible offers within a carrier's automatic underwriting capacity. We carefully manage offers to reduce adverse outcomes
Medical doctors review large case underwriting prior to submitting information to insurers to properly present risk to case underwriters
We understand that policy servicing is more complex for large case portfolios. Large cases generally involve several carriers and may require specialized tax reporting
Craig co-authored Bloomberg BNA "Life Insurance -- A Practical Guide for Evaluating Life Insurance". This book is written for the top legal and accounting professionals
Managed the Life Insurance Services Group at Deloitte, a big-four consulting firm
Served as a Product Development officer for a life carrier
Defense witness for a client litigating an offshore private placement sale against a major life carrier
Seawall represents many of the largest and best life insurance carriers in the country
Seawall aggressively seeks bids from these carriers so that our clients receive the best possible offers
We do not maintain any special compensation arrangements through reinsurers or stock compensation plans.
We structure life policies to optimize client objectives
Few firms are dedicated to the
large case life insurance market.
We offer expertise, a consultative approach and independence. We work with some of the most recognized and important wealth advisors in the country.
Statement of Principle
Our clients' interests are paramount.
Client trust is the most important measure of our success.
Trust is not based on faith. It is earned through the clarity of our communications, the thoroughness of our analysis, the care we take in keeping personal information confidential, and our ability to deliver and service exceptional insurance programs that meet our client's needs.