Tailored strategies for individuals, families, and businesses.

At Living Equity Group, we specialize in sophisticated insurance strategies tailored to your needs — whether you're safeguarding your legacy, protecting a business, or exploring long-term financial opportunities. Our products are designed to meet the goals of high-net-worth individuals and executives.

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What we are best at

Our Insurance Solutions

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Indexed Universal Life (IUL)

Flexible, long-term insurance with market-linked growth potential.

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Term Life Insurance

Simple, affordable protection for a defined period.

Gear with a person within it

Key Person Insurance

Protect your business from the loss of vital leadership or revenue drivers.

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Executive Bonus Plans

Attract and retain talent with smartly structured compensation tools.

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Life Settlements

Unlock the value of an existing policy through a regulated sale.

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Buy-Sell Agreements

Fund succession strategies and ownership transitions with certainty.

Start the Conversation That Protects Everything You've Built

Our team is here to help you design a strategy that aligns with your goals, values, and legacy.

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