Boulevard Insurance Strategies
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Don't blindly delegate one of the most critical elements of your UHNW planning. Be an active partner by offering the most innovative insurance solutions. Are you able to serve the unique and sophisticated needs of your ultra-high net worth clients? Sharpen your competitive edge by delivering value that typical professional advisors cannot match. Boulevard Insurance Strategies is a boutique strategic planning partner providing bespoke institutional insurance solutions for ultra-wealthy individuals and families.

By leveraging our network, expertise, and negotiating power, you can offer groundbreaking liquidity, investment, and estate planning solutions to your clients. Boulevard Insurance Strategies is disrupting the industry with new approaches to pricing, leveraging and investing through insurance, enabling you to bring your clients some of the most advanced ideas on the market.
Services
Specializing in jumbo insurance policies, Boulevard Insurance Strategies is the go-to insurance planning partner for top advisors, attorneys, accounting firms, and family offices serving the ultra-wealthy.
Building on our extensive experience in this space, we have pioneered the strategic use of bespoke insurance solutions as an additional asset class, seeking to help your clients reduce tax inefficiencies, magnify the growth of their portfolios, and pass on an intact legacy to their heirs and beneficiaries.
Located in Southern California, we are licensed nationwide and work with clients across the country, catering to global citizens and dealing with complex jumbo markets.
Andrew has more than 25 years of financial services experience with specialization in insurance strategies for ultra-high net worth families, business owners and senior executives.
At Boulevard, Andrew is responsible for structuring insurance portfolios in conjunction with clients' needs in the areas of estate, business, philanthropic and legacy planning services.
We partner selectively with advisors to structure life insurance as an alternative, non-correlated asset class to hedge liquidity, income tax, transfer tax and investment risks.
Advisors serving ultra-affluent U.S., global and foreign citizens rely on us to design, evaluate and implement advanced insurance solutions in large case and jumbo markets, multi-generational wealth transfer and estate legacy planning, philanthropic legacy planning, family business and corporate continuation planning.
We help our clients optimize funding strategies including cash flow analysis, asset repositioning, asset diversification, gifting strategies, trust-owned insurance and commercial premium financing.
As part of our focus on unparalleled service, we provide our clients with news and information relevant to developments in the marketplace that may impact their finances and investments.
Some RIAs with insurance experience have established connections; however, these can be simple bi-lateral arrangements with insurance carriers, resulting in limited choice and less competitive outcomes.
The key impact from Biden's proposed tax changes to the wealthy appears to be a significant increase in taxation of long-term capital gains, bringing them in line with current income taxation levels.
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