Just Launched:  Our new SPG Life & Annuity Division is here. Discover the story
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Specialized Products

Specialized products for select client needs.

Some client needs fall outside our core product offerings. When a case calls for a specialized path, we help advisors evaluate suitability, coordinate due diligence with trusted partners and carriers, and execute a clean, compliant placement.

Coverage Lines

older couple meeting with financial advisor

Life Settlements

An option when life insurance coverage is no longer needed or affordable. We assist clients in evaluating whether selling an existing policy makes sense. We help assess the market value of the policy, gather required documentation, organize bids through licensed providers, and manage privacy and disclosures throughout the process. Tax and legal implications vary by client, so coordination with the client’s financial, tax, and legal advisors is essential.

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advisor talking to couple on couch

Private Placement Life Insurance (PPLI)

Institutionally priced life insurance tailored for accredited investors and qualified purchasers who need tax-efficient accumulation and customized investment options. We collaborate with carriers, counsel, and family offices to align structure, funding, and compliance with the client’s overall strategy.

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Choosing the Right Specialized Strategy

Good outcomes start with a clear purpose, a documented process, and the right partners. We review objectives, costs, risks, and alternatives, confirm licensing and suitability, and align tax and legal considerations with the client’s advisory team.