Boulevard Insurance Strategies is a boutique strategic planning partner providing bespoke institutional insurance solutions for ultra-wealthy individuals and families. The firm is disrupting the RIA advice ecosystem with new approaches to pricing, leveraging and investing through insurance, enabling RIA's to bring their clients some of the most advanced ideas on the market.
Rather than partner with an existing agency, the firm built its own Brokerage General Agency from the ground up to create an open architecture platform to independently solve clients needs with the greatest flexibility. The firm advises on a variety of strategies across term, permanent and private placement product sets.