Major banks, insurance companies, investment houses and hedge funds (such as Wells Fargo Bank, AIG, Fortress Investment Group and Apollo Investment Corporation) have used premium management tools for more than 25 years to maximize their returns from life insurance policies. It is estimated that more than $35 billion in face of life insurance is being actively managed this way today. Living Wealth Advisors was founded to provide these analytical and advisory services to a wide range of universities, foundations, institutions, charities and other clients outside this traditional investment community.

Our people have substantial experience in the areas of life insurance, portfolio servicing and the financial community.  To learn more about each of them, you can click the links below:

• Mark E. Freitag, Co-Founder and Principal
• Marcia Shieldknight, Co-Founder and Principal
• Jill Meyer, Servicing Manager