Insurance Solutions for
Meeting the unique needs of wealthy families by
acquiring large policies at institutional prices.
Laser-focused on devising life insurance solutions for ultra-affluent families
When it comes to life insurance, Lindberg & Ripple exclusively specializes in obtaining and managing large blocks of insurance for ultra-wealthy families. We have unmatched specialization and experience because this is all we do.
Several decades of relationship-building have given us access to institutionally-priced, niche products through M Financial. “Institutional” pricing is generally superior to “retail” pricing from the same insurance carriers.
Since we are independent of any producer or product, Lindberg & Ripple is unencumbered by bias—we find the optimal product and carrier for each client.
Life insurance policies may be acquired as a component of an estate plan or an executive benefit plan.
Programs are typically designed to last multiple decades, and our third-generation firm is firmly committed to servicing policies long term.
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We are committed to excellence to better serve our clients and their advisors. Contact us to get started.