Why Global Wealth Insurance Solutions

Platform Support

We provide value to our partner firms by expanding their platform offering with a strategic insurance partner relationship. Our field consultants help advisors identify opportunities and navigate the insurance process. Access to our Private Wealth group brings subject matter experts to your insurance planning solutions. Their vast experience in helping your ultra-high net-worth clients achieve their dynastic, philanthropic, business, and wealth transfer objectives serves as a powerful planning force to assist trusted advisors.

Agency Partners

Pittsburgh Brokerage Services

Advisor Services

  • Case Management
  • Case Design
  • Policy Reviews
  • Illustrations
  • Marketing Support
  • Spreadsheet Analysis
  • Underwriting Expertise
  • Reporting
  • Access to industry experts
  • Inforce Administration


  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Term Life
  • Long-Term Care
  • Hybrid Long-Term Care
  • Annuities
  • Disability
  • Life Settlements
  • Private Placement

Specialty Markets

  • BOLI
  • COLI
  • Executive Benefits
  • Captive & Reinsurance Companies
  • Foreign National Markets & Language Support
  • Sports & Entertainment
  • High-limit long-term Disability
  • Premium Finance
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