At Gen Three Partners, we specialize in designing, funding, and overseeing sophisticated life insurance portfolios that protect and facilitate the transition of your wealth to future generations. We educate our clients on advanced estate tax planning techniques and utilize life insurance to mitigate and hedge against estate tax liabilities for affluent to ultra-affluent families.
Our ServicesOur core values form the heart of our firm, shaping every aspect of our operations. They drive our commitment to exceptional client service, foster a culture of collaboration among our team, nurture strong partnerships with our trusted associates, and inspire active involvement in giving back to our communities.
Our Team
Our clients typically use life insurance to achieve one or more of the following objectives:
Create liquidity to avoid the forced sale of illiquid assets when estate taxes are due
Hedge other estate planning strategies that require time to fully realize their benefits
Fund specific inheritances or equalize estates to heir(s) or charitable bequests
Establish significant liquidity and cash reserves within a family’s intergenerational asset allocation
What sets us apart
We have established a different reputation among advanced market life insurance brokerage firms by combining the following attributes:
Independence
We offer unbiased advice to our clients, and structure policies to optimize pricing and guarantees of life insurance portfolios.
Estate Tax Focus
With a specialization in serving affluent families, we have unparalleled domain expertise in the intricacies of life insurance portfolios.
Underwriting-Edge
Our white glove approach to underwriting provides a competitive edge, and we always hope to exceed our clients' expectations.
Relationship Capital
We firmly believe that building strong, long-lasting relationships is at the core of our success. Trust and integrity are the core of our business.
Our Mission