INSURANCE IN THE BIGGER PICTURE
What You Build Should Keep Working For You.
Protection, income and legacy solutions designed for the next chapter of wealth.
Summit Global Financial brings insurance and annuity expertise into a broader approach to building, protecting and sustaining wealth. Through thoughtful solutions focused on income, protection, longevity and legacy, we help investors and advisors address more of what matters—today and for what comes next.
An Added Dimension to The Enterprise
More Than Investing. A More Complete View Of Wealth.
Investment management may be at our core, but building and protecting wealth can require solutions that extend beyond the traditional portfolio. Summit Global Financial brings insurance and annuity expertise into our connected financial enterprise, helping investors and the financial professionals who serve them address needs ranging from protection and income to longevity, legacy and broader financial planning.
As part of Summit Global, these capabilities complement our expertise across institutional asset management, private wealth and family office—creating a more connected approach to the many dimensions of wealth.
SPECIALIZE EXPERTISE. BROADER CHOICES.
Solutions For More Of Life’s Financial Questions.
Summit Global Financial provides access to a broad range of insurance and annuity solutions supported by experienced professionals who understand both the products and their role within a larger financial strategy. Our capabilities include life insurance and annuity solutions, fee-based insurance options, life settlement opportunities, advanced-market planning and sophisticated case design.
For investors, that means access to additional tools for addressing protection, retirement income, longevity and legacy objectives. For advisors and agents, it means experienced insurance resources, product access and point-of-sale support that can complement the advice and relationships they already provide.
EXTENDING OUR DEPTH AND BREADTH
Stronger By Connection.
Summit Global Financial combines our internal insurance expertise with relationships across leading insurance distribution and carrier organizations. Strategic partnerships with Allianz, Jackson National Life, National Life Group, Simplicity, Ascensus, and Betterment provides access to a broad product shelf, advanced-market expertise, case-design resources, technology, operational support and established insurance solutions.
These relationships allow Summit Global Financial to bring greater choice and specialized capabilities to advisors and investors while preserving the independence to evaluate solutions around individual needs. It is another example of the Summit Global philosophy at work: specialized expertise made stronger through connection.
World-Class Industry Partners
Our capabilities are strengthened through strategic relationships with respected industry partners whose expertise, products and resources complement our own. Together, these relationships expand the breadth of solutions we can deliver while supporting our commitment to quality, choice and serving the evolving needs of advisors and investors.
Expertise Behind the Solutions
Experience matters when the questions become more complex.
Led by Paul Larrabee, Director of Insurance, Summit Global Financial brings seasoned leadership and depth of perspective, advisory insight, and nuanced understanding of the personal and financial dynamics surrounding investable insurance products.
