Advisor Tools
Lead & Opportunity Registration
Register prospective client opportunities, track carrier underwriting status, manage trust documents, and log advisory notes.
Direct link to register opportunities: /platform/lead-registration or /lead-registration
Charles Vance
Trust: The Vance Family Dynasty TrustRegistered on Oct 02, 2026 • Contact: cvance@vanceholdings.com • (561) 555-0142
$10,000,000
Over 4 Years ($2.5M/yr)
$45,000,000 NW
Income: $3,200,000/yr
Age 58 • Male
450 Ocean Drive, Palm Beach, FL 33480
Health & Medical Underwriting Context
Excellent cardiovascular health, annual comprehensive executive physical spotless, runs 15 miles/week, no daily prescriptions.
Existing Life Insurance & 1035 Suitability
$5M 20-Year Term Policy with Lincoln Financial (expiring 2027)
Attached Files & Verification Documents
3Vance_Family_Office_Balance_Sheet.pdf
2.4 MB • Oct 02, 2026
Lincoln_Term_Dec_Page.pdf
1.1 MB • Oct 02, 2026
SD_Dynasty_Trust_Draft.pdf
3.7 MB • Oct 04, 2026
Advisory Notes & Activity Log
2 past notesMet with Charles and his family office counsel. Primary objective is transferring liquid capital into PPLI to eliminate state/federal tax drag on private credit yields.
Carrier preliminary review received from Prudential & Pacific Life. Requested customized illustration reflecting 4-year funding schedule.
Dr. Samantha Reed
Trust: The Reed 2025 Asset Protection TrustRegistered on Oct 06, 2026 • Contact: sreed@biotechpartners.org • (312) 555-0819
$4,000,000
Over 5 Years ($800,000/yr)
$19,500,000 NW
Income: $1,450,000/yr
Age 52 • Female
1200 Lake Shore Drive, Apt 28B, Chicago, IL 60611
Health & Medical Underwriting Context
Mild history of exercise-induced asthma in college, no current medications, normal cholesterol and BP.
Existing Life Insurance & 1035 Suitability
None currently in place
Attached Files & Verification Documents
1Reed_Liquidity_Event_Summary.pdf
1.8 MB • Oct 06, 2026
Advisory Notes & Activity Log
1 past notesLiquidity event following sale of specialized diagnostic clinic. Client CPA recommended evaluating private placement life insurance before year-end.
David Kensington
Trust: Kensington Dynasty Asset TrustRegistered on Oct 08, 2026 • Contact: dkensington@kensingtongrp.com • (415) 555-9321
$15,000,000
Over 3 Years ($5,000,000/yr)
$62,000,000 NW
Income: $4,100,000/yr
Age 64 • Male
88 Montgomery St, Suite 1400, San Francisco, CA 94104
Health & Medical Underwriting Context
Mild hypertension well-managed with 10mg Lisinopril for 6 years. No other cardiac or metabolic concerns.
Existing Life Insurance & 1035 Suitability
$3M Northwestern Mutual Whole Life policy (cash surrender value $1.2M)
Attached Files & Verification Documents
2PacLife_PPVUL_Illustration_Run.pdf
5.2 MB • Oct 08, 2026
NW_Mutual_Inforce_Ledger.pdf
920 KB • Oct 08, 2026
Advisory Notes & Activity Log
2 past notesPreliminary illustration generated for Pacific Life PPVUL. Proposed 1035 exchange of existing Northwestern Mutual policy cash surrender value into initial premium deposit.
Trust attorney confirmed Nevada trust situs provides 365-year perpetuity period and superior asset protection.