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Giving You
Peace of Mind

The preferred choice in advanced life insurance planning for high-net-worth clients and their trusted advisors.

What Our Partners Say

"The experience and knowledge base of the Partners at Kuorum are unsurpassed in our industry."

- Insurance Company Executive

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      This testimonial may not be representative of the experience of other customers.

About
Kuorum Partners

Our Mission is simple – to improve the lives and legacies of our clients by optimizing their life insurance portfolios today and for future generations.

Services
 

We help clients finance life-insurance premiums through tailored lending structures that protect cash flow and build generational wealth.

Conservative and sustainable premium financed life insurance structures that preserve client’s cash flow and efficiently accomplish their goals.  

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Premium

Financing

We design conservative and sustainable premium financed life insurance structures that preserve clients' cash flow and efficiently accomplish their goals.

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Policy Audits

When we review existing life insurance policies, we can identify policy deficiencies and recommend changes or reallocations.

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Alternative Investment

Strategies

Our platform is focused on two primary areas: 

1.  current tax mitigation

     (keeping more of

     what you make)

2.  enhancing current

     income streams.  

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Refinancing

We can often times improve the terms of a client’s current lending arrangement.  

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Join Us

Bring premium financing and advanced life insurance designs to your clients. 

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888.284.4512  |  info@thekuorum.com

Check the background of your financial professional on FINRA’s  BrokerCheck.

 

Refer to our Client Relationship Summary -  Form CRS 

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NOTICE: Vineet Goyal and Chris Dunham are registered representatives of Realta Equities, Inc. Blake Fellows is registered through Arkadios Capital, a SIPC and FINRA member firm. Securities offered through Arkadios Capital with advisory services offered through Wealth Care Advisory Partners. Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Kuorum Partners. Securities are offered through Realta Equities, Inc., Member FINRA   

SIPC , 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

 

​Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. 

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