Jeffrey Ostrum, David Carroll, David Freeley Richard D. Worrell Tracy Fitzsimmons, John Gilmartin, Melvin Warshaw Thomas Dee, Jr., Brigette DiNicola Joseph Kawczenski Dan Waintrup, Scott Lomes, and Joseph Bragdon Meredith Gubitosi, David Valcourt
FAP is built as a specialized resource to top tax, investment, and legal advisors, and family offices that seek an expert life insurance advisor. More »
We carefully design each portfolio pursuing best underwriting results and most efficient product performance from the highest rated carriers. More »
We are a 35 person boutique national firm focused on managing large life insurance portfolios as a tax advantaged asset class. More »