PF Partners is a small but fast-growing team building a business at the crossroads of leveraged life insurance, investment management, technology, and client services. For more than 65 years, our parent company operated at the forefront of design, implementation, and administration of unique financial planning for its clients, which ranges from wealthy families to publicly traded companies. In 2021, PF Partners spun out from its parent to pursue our mission and provide many of the same services for post-sale/implementation with the same clients, but at a larger scale. Our focus is to continue improving how life insurance policies are serviced and managed as a unique alternative asset class. We look at insurance very differently from how it is viewed by the rest of the world – paying premiums to provide a death benefit that someone else benefits once death occurs. To achieve the goals that our clients seek and what we provide – we have several processes that PF Partners is doing today: Active investment guidance inside of the insurance contracts, plan renewal management, loan and leverage management, policy restructuring, tax strategy review, wealth planning, preservation, and asset analyzation and restructuring, and more. The landscape for these assets can be complicated, nuanced, difficult to penetrate, and even at times, a bit outdated. Many that enter the industry do so by way of sales, and the industry norms and incentives reflect this without the servicing to make sure they actually remain in force for the intended time. We are creating new standards.
