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

Indexed Universal Life (IUL)

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

Term Life Insurance

Simple, affordable protection for a defined period.

Key Person Insurance

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

Executive Bonus Plans

Attract and retain talent with smartly structured compensation tools.

Life Settlements

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

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.

Speak with a Trusted Advisor