Southport Compass partners with insurance carriers, financial institutions, and advisors to plan and execute strategies that address client wealth transfer and risk management goals. We assess, navigate and execute advanced planning strategies for personal and business clients, managing all aspects involving insurance products. At Southport Compass, we maintain a client-focused approach that balances effective planning strategies with practical implementation, providing expertise in financial underwriting, including taxation, trust planning, premium financing, review of complex and unique insurance planning arrangements, and customized product designs. Our team is comprised of advanced planning attorneys and case design specialists with extensive experience in management, sales, underwriting, and operations roles at major insurance carriers.

Southport Compass

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