WBC sits at the convergence of the lending and life insurance markets.  We focus on arranging loans with banks and other financial institutions which allow a wide array of clients to acquire life insurance in a cost-efficient manner.  

 

Financing life insurance premiums is not a one-size-fits all proposition.  Different lenders offer different products, and all clients have unique needs.  We're committed to making the right match.

 

We work with financial services professionals, life insurance companies, lenders, and technology thought leaders who are passionate about the impact that financial technology will have on the insurance markets.

 

West Broad Capital is an independent specialty finance consulting company focused on the life insurance markets.

We design financing solutions which allow high-net-worth individuals, companies, and other organizations to acquire life insurance in a cost-efficient manner.

Technology is our friend.  We view technology not as a cost center but as a business-critical, game- changing asset.  Contact us to learn more about our exciting initiatives which marry financial technology, lending, and insurance.

 

Premium Finance for Life Insurance.

- Full lifecycle approach: from insurance product and loan design to loan implementation, ongoing loan maintenance and renewals, and exit strategies

 

- Active engagement with financial services professionals, their clients, insurance companies, and capital sources throughout the loan lifecycle

 

- Access to multiple lenders and insurance carriers

 

- Proprietary and non-proprietary capital solutions

 

- Smart financial technology initiatives which will change the way that insurance is paid for

Welcome.

| West Broad Capital |

 

Tel/WhatsApp: +1 646 580 8790

info@westbroadcap.com

Our core focus.  Premium finance loans can help high-net-worth individuals manage estate-tax concerns, or help businesses fund buy-sell, key person, and executive benefit plans, through the use of financed permanent life insurance.

We work directly with financial services professionals and their clients, in close cooperation with banks and insurance companies, to structure, implement, and service lasting premium finance solutions.

Our growth business.  This is what gets us out of bed in the morning and keeps us awake at night.  We were part of a team which created some of the earliest peer-to-peer file sharing applications, and for the past year have been designing our fintech-enabled business which blends elements of peer-to-peer technology, premium finance, blockchain, and marketplace lending in a thoughtful manner.  

More than just buzzwords, keep your eyes peeled for PolicyFi.

 

Technology-Based

Initiatives.

W | B | C  2024 West Broad Capital, LLC.  All rights reserved.