Our Founding

Created in 2025, rooted in over 10 years of experience advising insurance professionals, investment advisors and clients on appropriate risk strategies with Life Insurance and Extended Care needs.

What We Do

We provide strategic guidance in life insurance and extended care planning, with a focus on protecting generational wealth, optimizing liquidity and aligning risk solutions with long-term financial objectives.

We work closely with individuals, families, and advisory firms to evaluate complex insurance structures, assess care-related exposures, and design bespoke strategies that preserve capital and ensure continuity. Our approach is grounded in discretion, technical depth, and a clear understanding of the evolving needs of affluent clients.

Work With Us

We partner with clients and their advisory teams in a consultative, white-glove manner – offering insight, clarity, and discretion at every stage of the planning process.

Whether you’re a firm seeking specialized expertise in advanced insurance strategies, or an individual navigating long-term care needs within a broader wealth framework, we engage with a disciplined, planning-first approach. Our work begins with understanding – your goals, your risks, your structure – and evolves into tailored solutions that integrate seamlessly into the larger financial picture.

Collin Studemeyer, CLTC

Collin is an accomplished insurance professional with a wealth of experience in the industry since 2015. Throughout his career, Collin has worked with several major mutual companies in both an advisory and wholesaling role. His expertise spans the Southeast, where he has built strong relationships and provided valuable insights to clients and advisors alike.

Collin holds a degree in Mathematics from the University of South Carolina as well as the Certification for Long-Term Care (CLTC®). This strong analytical background has equipped him with the skills needed to navigate the complexities of the insurance landscape effectively.

With a passion for helping individuals and businesses secure their financial futures, Collin is dedicated to delivering tailored solutions that meet the unique needs of each client he serves.