TAILORED LIFE INSURANCE STRATEGIES
Edcora Financial provides bespoke life insurance solutions to ultra-high net worth families and their associated businesses. Like the Edcora Red Diamond, our clients are extremely private and highly differentiated. Inter-generational wealth preservation often involves challenges not found in traditional financial planning. As such, our clients’ life insurance portfolios require dynamic and customized advice.
What We Do
Edcora is focused on filling in the gaps that traditional insurance planning can often leave unaddressed. We are not in the business of reinventing the wheel, rather we seek to “remove the rocks and nails that get caught in the treads”. Along those lines we only seek to work with families where our services are value accretive.
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Our Focus:
Private Placement Life Insurance Alternatives
Foundational Services
Private Placement Life Insurance Differentiators
Institutionally pricing and transparent policy charges
Wide array of alternative investment options
Possibility of having a client’s existing advisor approved to manage the underlying investments
No surrender charges
Greater alignment of broker’s compensation with a client’s interests
