Philanthropic Life

We are fee-based fiduciaries for high net worth clients in need of large life insurance portfolios. We have a proprietary process that improves the client experience and allows the fee-based advisor to keep control. It is private, transparent, and removes the negative influence of commissions. We offer a white glove concierge experience for discerning clients. As a Public Benefit Corporation, the commissions are paid to charities, 50% of which goes to the Client’s charity of choice and the other 50% goes to Philanthropic Life community causes.