Overview

Founded by one of the most successful and experienced teams in the industry, Madison Strategic Partners offers expertise in virtually all aspects of the life insurance market. Our areas of focus are:

Insurance Advisory
Our principals have spent over 30 years in the life insurance marketplace. They have led production at numerous life insurance companies and developed acknowledged expertise in utilizing insurance to solve the wealth and financial planning challenges of the high net worth community. Madison Strategic Partners offers insurance advisory services to its client base of business owners, investors and families. Our team works to design and implement thoughtful, innovative solutions to clients’ challenges by understanding key issues surrounding planning objectives. In addition, Madison Strategic Partners provides ongoing attention and service to clients including portfolio reporting, annual updates and administrative services.

Structured Finance
As pioneers in the insurance financing sector, Madison Strategic Partner’s team is uniquely positioned to advise clients regarding structured finance opportunities. Our expertise spans both cash and structured solutions on a bridge and term basis. We develop premium financing structures to meet client and market needs. These structures provide an alternative to utilizing cash to fund a life insurance policy and can be an effective means for achieving wealth transfer at a lower out-of-pocket cost. 

Asset Management
Madison Strategic Partners is a leading manager of life insurance assets. Our asset management team focuses solely on the longevity products marketplace and offers deep domain knowledge built from decades of experience in the life insurance and institutional longevity products markets. By virtue of our tenure and experience in the marketplace, Madison Strategic Partner’s team has broad relationships across the industry from brokers and agents to investors and financing sources. These relationships translate to superior market knowledge and execution capability.

Unlike many participants in the longevity products marketplace, Madison Strategic Partners offers an integrated platform that serves the full spectrum of market activities including asset sourcing, portfolio management, valuation and servicing. This breadth and integration offers our clients superior transparency and execution in a fragmented marketplace.