Our Founder

Founder, Jeffrey P Reid

Jeff is the founder and a respected thought leader for more than 30 years in the insurance industry. As a former Co-Founder/Managing Partner he successfully led and contributed to placing $100 billion of life insurance in force. Jeff has extensive experience and knowledge in estate planning strategies, business solutions, retirement solutions, foreign national clients, and premium financing. He enjoys elevating the advisor’s knowledge of new and complex estate planning, wealth management and business owner solutions.

He is highly regarded by his peers for his exemplary integrity, values, and building lifelong relationships with trusted advisors throughout the United States. His vision to create a virtual life insurance solutions model resulting in greater efficiency and economic value for advisors and clients is what drives our purpose. As a virtual concept-driven distribution company, we strive to bring the best and brightest talent to help you architect effective solutions for your clients.