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Customized Solutions for RIAs and Asset Managers within Private Placement Life Insurance Markets

SERVICES

OUR SERVICES

Spearhead Administrative Services ("SAS") provides RIAs and Asset Managers alike a tax-efficient investment solution for their clients. SAS handles the entire relationship with the insurance carrier, allowing our partners to focus on what they do best, managing capital for their clients.

TEAM

OUR TEAM

The team at SAS has extensive experience building programs inside of tax-deferred structures for our partners and working with the top insurance carriers within the private placement marketplace.

Interested in Learning More? Contact us

We are here to learn more about your firm and provide the appropriate investment solution for you to deliver to your clients.

CONTACT US
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