Lionheart Insurance Group

News & Events

Con tact Us

Wealth Management & Asset Protection

Through our Wealth Management & Asset Protection division, Lionheart Insurance Group can offer you an impressive range of custom-designed variable life and annuity products. Our tax and estate planning tools for high net worth individuals and their professional advisors include private placement life insurance and deferred variable annuities which offer you the flexibility to customize investment options while providing the tax advantages of traditional life insurance.

These products have been specifically designed to meet the needs of affluent clients like you who are concerned about:

Providing for your children and for future generations
Ensuring the continuation of your family’s business
Accessing global financial markets
Diversifying your financial portfolio
Maximizing your wealth planning

The goal of our Wealth Management & Asset Protection unit is to provide legitimate, confidential and secure structures that can be used by sophisticated legal and tax counsel to address the needs of wealthy clients. With Lionheart Insurance Group, you can be confident, knowing you are protected by custom-tailored variable universal life and annuity products designed to provide tax deferral, income tax-free death benefits, investment flexibility, privacy and asset protection.