Insurance Solutions

Protection strategies tailored to preserve assets, secure income, and enhance long-term outcomes. We offer access to top-tier insurance products aligned with your broader financial strategy—delivered with full transparency and no pressure.

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Discover Insurance Solutions

Insurance plays a vital role in financial security, legacy preservation, and income continuity. We offer integrated insurance solutions that complement your financial strategy, not replace it. Our approach goes beyond planning—we help implement the right coverage using market-scanned products across a range of carriers. Solutions may be used to replace income, protect assets, fund estate obligations, support charitable intentions, or address long-term care needs. Our insurance division, Global Advisers provides both investment-advisory services and insurance services. These are separate activities involving different compensation arrangements, regulatory requirements, and client engagements.

Where We Add Value

We help clients implement insurance solutions that align with their financial goals, liquidity needs, and legacy priorities. Here’s how we support you:

  • Income Replacement & Protection: We match clients with term or permanent life insurance products designed to safeguard income for dependents or fund future obligations.
  • Long-Term Care & Health Coverage: We offer stand-alone and hybrid long-term care solutions, including asset-based and indemnity-style policies, to help fund future healthcare needs.
  • Estate Liquidity Strategies: We structure life insurance policies to provide liquidity for estate taxes, wealth equalization, or legacy bequests without disrupting core assets.
  • Business Continuity Solutions: We assist with key person insurance, buy-sell funding, and executive carve-outs to protect and transition privately held businesses.
  • Charitable Funding Vehicles: We help design life insurance strategies that benefit philanthropic causes, such as using policies inside charitable trusts or for gifting.
  • Policy Performance Reviews: We conduct in-force audits on existing life or long-term care policies, identifying underperformance, lapse risk, or alternative strategies.
  • Implementation Support: We provide hands-on support throughout underwriting, carrier selection, and policy delivery—ensuring the right fit and competitive pricing.
  • No-Pressure Model: All recommendations are made with full transparency, and clients are never obligated to purchase a policy. Strategy comes first—implementation is optional.

Insurance Specifier & Market RFP

All outputs are illustrations only. No advice or recommendations are provided online.

FAQ About Insurance Solutions

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Review Global Advisers with FINRA’s Broker Check

  • 1
    Global Advisers, LLC is a registered investment adviser and a licensed insurance producer.
  • 2
    Investment-advisory services and insurance services are separate activities governed by different regulatory requirements and compensation arrangements.
  • 3
    When providing investment advice or financial planning, Global Advisers acts as a registered investment adviser. When soliciting, recommending, negotiating, or placing insurance, Global Advisers acts as a licensed insurance producer.
  • 4
    Global Advisers and its insurance professionals may receive commissions or other compensation from insurance companies when clients purchase insurance products.
  • 5
    Insurance compensation may vary by insurer, product, premium, policy duration, and other factors, creating a financial incentive to recommend an insurance transaction or one product over another.
  • 6
    Insurance commissions are separate from any investment-advisory or financial-planning fees paid by the client.
  • 7
    Clients are not required to purchase insurance through Global Advisers as a condition of receiving investment-advisory or financial-planning services.
  • 8
    Clients may purchase insurance through any properly licensed insurance professional of their choosing.
  • 9
    Global Advisers may evaluate products only from insurers with which it is licensed, appointed, or otherwise authorized to conduct business.
  • 10
    Global Advisers does not represent that it reviews every insurer or insurance product available in the marketplace.
  • 11
    Insurance products and services are offered only in states where Global Advisers and the applicable insurance professional are properly licensed and, when required, appointed.
  • 12
    Product availability, underwriting requirements, premiums, policy features, and eligibility vary by insurer and state.
  • 13
    Insurance guarantees are subject to the financial strength and claims-paying ability of the issuing insurer.
  • 14
    Policy values, dividends, crediting rates, and illustrated results may include non-guaranteed elements and may differ from initial projections.
  • 15
    Insurance illustrations are hypothetical and are not guarantees of future performance.
  • 16
    Policy loans, withdrawals, surrenders, premium changes, and other policy transactions may reduce cash values and death benefits, cause a policy to lapse, or create tax consequences.
  • 17
    Global Advisers does not provide legal, accounting, or tax advice, and clients should consult qualified professionals regarding their individual circumstances.
  • 18
    Website information is general and educational and does not constitute an insurance offer, underwriting decision, guarantee of coverage, or individualized recommendation.
  • 19
    An individualized recommendation can be made only after Global Advisers obtains and evaluates sufficient information about the client’s needs and circumstances.
  • 20
    Registration as an investment adviser does not imply a particular level of skill or training.
  • 21
    Global Advisers’ investment-adviser registration information is available through the Investment Adviser Public Disclosure website.