At Living Equity Group LLC, we work with accomplished individuals, families, and business owners to structure life insurance that protects assets, funds future obligations, and preserves generational wealth. We collaborate with your trusted advisors to ensure every strategy aligns with your estate, tax, and legacy goals — discreetly, intelligently, and with unmatched attention to detail.

What we are best at

What We Offer

Estate Liquidity Planning

Ensure heirs have the funds they need to pay estate taxes and settle obligations efficiently.

Legacy & Wealth Transfer

Use life insurance to pass wealth efficiently and privately across generations.

Business Succession Coverage

Protect partnerships, key persons, and continuity in privately held businesses.

Integrated Advisory Support

We coordinate with your estate attorney, CPA, and wealth advisor to ensure full alignment.

Life Settlements

We help clietns unlock the hidden value of existing life insusrance policies through strategic life settlement solutions

Tax-Advantaged Strategies

Leverage life insurance as a planning tool for minimizing tax exposure over time.