Delivering Uncommon
Financial Outcomes

KRUPIN PARTNERS, LLC

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.

KRUPIN PARTNERS Milestones

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:

  • Our Ability to Consistently Deliver Uncommon Outcomes
  • Our Quality of Advice
  • Our Relationships
$0M+
NEW PREMIUM PLACED EACH
YEAR
$0B+
LIFE INSURANCE PLACED IN
FORCE SINCE
INCEPTION
0
YEAR FOUNDED,
50 YEARS IN
BUSINESS AND
COUNTING
#0
perennial top producing firm among independent insurance advisory conglomerate
Lion Street
0+
combined
years
experience
0+
market leading products available from dozens of highly rated carriers
0+
VIPs in the entertainment and sports world represented

Our Core Beliefs

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:

Performance ONly

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.

Project Driven

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.

Clarity

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.

Our Core Competencies

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.

How Our Clients Benefit

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.

Our Process

Planning

Products chosen and Concepts employed are the result of careful long-term estate and business planning. This is where we start.


Informal Underwriting

Client information is reviewed confidentially with our network of insurance company underwriters to secure preliminary medical underwriting classifications. This determines pricing so clients are well informed prior to making formal buying decisions.


Plan Development

The Client, the client’s advisors and Krupin Partners insurance professionals collectively develop the insurance plan that fulfills the pre-defined long-term planning objectives.


Formal Application

Insurance company applications and required supporting documentation is packaged and formally submitted to the desired insurance companies.


Plan Execution

Upon policy issuance, the insurance contract is delivered to the client, funded and placed in force for the policy owner.


Annual Management

Insurance is a complex financial product and must be properly managed each and every year. Krupin Partners service department is committed to ensuring our client’s insurance programs remain on track throughout their lifetimes.

Our clients, who include some of the world’s most successful entertainers, athletes and executives, and their advisors benefit from our decades of experience and collaborative approach.