Global Insurance Solutions Group is an independent partner to professional advisers who serve high net worth individual and corporate clients in the United States and internationally. GISG works collaboratively in designing life insurance based estate and business planning solutions. The goal is efficient wealth protection and transfer using compliant, tax advantaged tools.
As regular service providers to institutional clients, we are committed to the highest levels of data security and discretion throughout the planning process. Our expertise for the foreign national client is augmented by a trilingual staff, deep understanding and monitoring of country of origin tax and regulatory issues, and rigid adherence to solicitation guidelines in both the U.S. and in the client's country of residence.
The bespoke nature of our approach results in a uniquely crafted plan that is meticulously designed and frequently monitored as we continuously review the dynamic global economic and regulatory environment.
As regular service providers to institutional clients, we are committed to the highest levels of data security and discretion throughout the planning process. Our expertise for the foreign national client is augmented by a trilingual staff, deep understanding and monitoring of country of origin tax and regulatory issues, and rigid adherence to solicitation guidelines in both the U.S. and in the client's country of residence.
The bespoke nature of our approach results in a uniquely crafted plan that is meticulously designed and frequently monitored as we continuously review the dynamic global economic and regulatory environment.
Services
Global Insurance Solutions Group, as an independent partner to professional advisers, has more than 50 years experience providing comprehensive life insurance based estate and business planning solutions for affluent individuals and corporations in the United States and internationally.
The goal is efficient wealth protection and transfer using compliant, tax advantaged tools in a secure confidential environment.
As a regular service provider to banks and other institutions, we are committed to the highest levels of data security and discretion as the planning process evolves from discovery through implementation.
The goal is efficient wealth protection and transfer using compliant, tax advantaged tools in a secure confidential environment.
As a regular service provider to banks and other institutions, we are committed to the highest levels of data security and discretion as the planning process evolves from discovery through implementation.
Michael is the managing director of Global Insurance Solutions Group and personally oversees the firm's institutional relationships.
Georgina brings over 22 years of investment banking and advisery experience for corporate clients in the U.S. and Latin America.
Fernando delivers over 28 years of international private banking, estate planning, and insurance counsel to high-net-worth individuals and corporate clients in Latin America.
Bill is the chief underwriter at GISG, serving as an advocate for wealth advisers and their clients throughout complex medical and financial underwriting circumstances.
Georgina brings over 22 years of investment banking and advisery experience for corporate clients in the U.S. and Latin America.
Fernando delivers over 28 years of international private banking, estate planning, and insurance counsel to high-net-worth individuals and corporate clients in Latin America.
Bill is the chief underwriter at GISG, serving as an advocate for wealth advisers and their clients throughout complex medical and financial underwriting circumstances.
Client centered planning, in partnership with key professional advisers, is the foundation for the Global Insurance Solutions approach to strategic wealth planning.
As an independent private firm, we bring a unique value promise to every case.
This means your clients receive specialized, unbiased advice.
The benefit is the security you bring to your clients wealth planning and the expansion of your service model in a way that enhances client retention.
Our team of experts draw upon our decades of experience to navigate the complexity of life insurance, medical and financial underwriting, so the process becomes as seamless as possible.
As an independent private firm, we bring a unique value promise to every case.
This means your clients receive specialized, unbiased advice.
The benefit is the security you bring to your clients wealth planning and the expansion of your service model in a way that enhances client retention.
Our team of experts draw upon our decades of experience to navigate the complexity of life insurance, medical and financial underwriting, so the process becomes as seamless as possible.
As a collaborator with key professional advisers, the role for Global Insurance Solutions Group continues well beyond the initial planning process.
We work with you in the method and manner that fits your practice and your clients.
We are an independent, value-added partner with depth of knowledge, long term carrier relationships, and expertise assisting advisors and their high net worth clients.
Global Insurance has the capabilities to provide innovative plan designs to optimize insurance choices to best meet goals.
We work with you in the method and manner that fits your practice and your clients.
We are an independent, value-added partner with depth of knowledge, long term carrier relationships, and expertise assisting advisors and their high net worth clients.
Global Insurance has the capabilities to provide innovative plan designs to optimize insurance choices to best meet goals.
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