At Krupin Partners, our sole purpose is to create better financial outcomes for our clients enabling them to improve the use, enjoyment and impact of their hard earned wealth today and for their family in the future.
We are one of the most admired professional advisory firms in the US,
known for our subject expertise in the design, acquisition and management
of life insurance. Our reputation and success has been built on three core pillars:
At Krupin Partners we believe that the financial services industry’s long-term approach to delivering client advice to affluent families is broken and no longer works:
When advice is delivered focusing on today without consideration for tomorrow. Performance is about achieving successful short-term outcomes, health is about achieving similarly successful outcomes in the future.
This is when the industry treats a family’s goals like it’s a project. Projects have a definite beginning and end – Goals are ongoing. However client’s lives are dynamic and their goals continually evolve.
When an advisory team lacks clarity around a client’s goals their advice gets compromised. The result? Client goals are left to chance. By making efforts to collectively understand a client’s goals, the quality of advice improves and the client gains certainty that their objectives are on track toward being achieved.
We specialize in those instances where the role of life insurance was either overlooked, misunderstood or misused.
Designing advanced insurance programs aimed at improving the financial outcomes for our clients, their families and their businesses
Procuring insurance through a very unique underwriting process that ensures that our clients secure the most optimal pricing possible throughout their lifetime
Managing client plans each and every year to ensure desired objectives remain on track for generations to come.
Our business model is about creating value. The solutions we implement result in an increase in future family wealth either through better after tax returns of current assets or as an offset to future obligations so that hard earned family wealth remains intact for generations to come.
By working with Krupin Partners, you can rest assured that you are working with the very best insurance advisory professionals for delivering insurance solutions tailored to your specific planning needs.
We go beyond solving financial problems – through our careful five step process, we show our clients how to identify and when willing, capitalize on favorable long-term opportunities.
