Who We Are


The Gold Standard for Life Insurance Investment

StarFort Financial is a leading life insurance advisory firm representing high net worth clients across the United States. We tailor insurance solutions that fortify wealth within estates and businesses. We pride ourselves on our unwavering commitment to being loyal financial advocates for our clients. Our team implements and manages tailored life insurance solutions for individuals and businesses. Our customized insurance solutions are designed to protect your assets, mitigate risk, and produce tax-efficient cash accumulation.

What we offer


  • Corporate split dollar
  • Non-qualified deferred compensation
  • Executive bonus plans
  • Buy-sell arrangements
  • Key person insurance


  • Death benefit protection
  • Estate liquidity and wealth transfer
  • Tax-efficient cash accumulation
  • Asset protection
  • Supplemental tax-free retirement income
  • Charitable giving

Our 30+ carrier relationships and years of deal experience, uniquely positions us to provide precise strategic advice on a breadth of advanced insurance concepts:

  • Jumbo life insurance cases: $65MM+
  • Premium financing
  • Private placement life insurance
  • Pension risk transfer

We believe that life insurance portfolio diversification matters. Maintaining contracts with over 30 premier life insurance carriers allows us to habitually negotiate the best price and risk class for our clients. We routinely review your inforce policies to ensure that our current strategies align with your evolving long-term goals. First class service comes with first class security at StarFort. We have partnered with KeeperTM Security, a premier zero-knowledge architecture digital vault, to ensure that all your valuable information remains secure.

Life insurance is a long-term investment, and we believe the relationship with your advisor should be as well. Whether you are seeking growth, security, or flexibility, StarFort Financial will continue to work relentlessly to help you achieve your financial goals.

Why Partner with StarFort Financial?


Unparalleled Carrier Diversification

StarFort Financial actively maintains contracts and relationships with 30+ life insurance carriers. This provides our client’s with access to a breadth of products and allows StarFort to advise precisely.


Superior Economics

StarFort Financial focuses on optimizing your premium paying dollars, whether that is reducing your out-of-pocket cost or finding a more efficient way for your Life Insurance policy to accumulate cash.


Differentiated Technology

We pride ourselves on using the best and newest industry technology. From high-speed quoting tools to superior information security software, we are always innovating and adapting.


Enhanced Financial Flexibility

Our solutions are designed to provide financial freedom and give you the flexibility to adjust your plan to match your changing needs.


Partner with StarFort Financial

Start maximizing your life insurance portfolio.