Stonegate Brokerage specializes in supporting Independent Wealth Management Professionals who serve the affluent and super affluent markets. We assist in identifying the optimal combination of life insurance products and strategies to minimize the client’s out of pocket cost and maximize the death benefit leverage of each insurance dollar invested in an affluent client’s insurance portfolio. Stonegate provides a single point of access to 98% of the life insurance carriers in the market, as well as extensive product expertise, professional in house underwriting capabilities and proven success in negotiating the best possible underwriting offers the insurance market will bear. Top wealth managers seek our services because we facilitate and expedite the process and because we provide independent advice and counsel. We represent the wealth manager and his client, not any single or syndicate of insurance companies. We make the insurance carriers compete vigorously for each case.
