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Life Insurance Liquidity Solutions

LIFE INSURANCE LIQUIDITY SOLUTIONS (“LI-LS”)

LI-LS serves affluent families as well as family-owned and controlled companies throughout the United States.
LI-LS process combines:

Our Vision

We will continue to grow and enhance our services and professional skills in our ongoing quest to be known as the premier platform to serve family businesses and ultra-affluent family groups. We will strive for constant personal, intellectual and professional growth while maintaining balanced lives.
Life Insurance Liquidity Solutions will continue to educate clients and their advisors as to the truth about life insurance, as well as dispelling the myths of the industry that have been in place for more than a century. We will continue to apply our strategies to existing & new life insurance policies and dynamically work to help improve their performance.

Our Firm

Innovative Business & Capital Management has developed a uniquely dynamic Capital Management tool that allows us to assist our clients with some of the most important decisions they face relating to their capital and lifestyle needs. This Capital Management Platform was developed with input and experiences of Certified Public Accountants, Chartered Financial Analysts and Corporate Controllers. We took all of this experience and incorporated it into the most powerful and flexible analytical tool available today. Combine this platform with our experience of working with 100's of clients on 1000's of different strategies and you have an Innovation like no other. This platform allows our clients to evaluate strategic decisions regarding their capital. It is flexible enough to provide the ability to modify each and every variable. All options can be analyzed and handicapped in order to determine the most appropriate course of action based on all the client's objectives. Most importantly, our capital management platform brings together the collaborative efforts of our client's team.

Our "Best in the class" platform...

Allows our clients to dynamically evaluate strategic decisions regarding their capital
Is always specifically tailored to our clients needs
Allows flexibility to effectively modify every existing variable with a click of the mouse
Encourages advisor input and validation
Is the most advanced flexible analytical tool available today

LI-LS Service Offerings

Our unique Life Insurance Liquidity approach is unlike typical life insurance process. LI-LS empowers you, as the primary stakeholder of your financial future, to clearly visualize the life insurance alternatives and decide the appropriate course of action that is right for you. We customize life insurance reviews based on refinable objectives and timing that is in your best interest. Our team of experts are highly experienced, keenly aware and sensitive to the many issues facing high net worth individuals and how the Life Insurance Assets fits into the overall financial strategies for each of our clients.