Not all financial advisors are equipped to handle reinsurance accounts, given the specialized tax, regulatory, and compliance requirements involved. This complexity underscores the need for advisors with specific expertise in reinsurance.
At 1280 we complement the dealers’ underwriting profits with a focus on investment results from income & capital gains in both unearned and earned portfolios, enhancing a dealers financial strategy. When it comes to managing wealth, you should want a team that’s exceptional, not just good.
1280 Financial Partners is laser focused on performance.
Key Offerings
- Tailored portfolios and support for setting up or managing reinsurance accounts
- Smooth, fast, and accurate account setup for domestic, international, and tribal nation domiciles
- 24/7 online account access for seamless management
- Monthly performance reporting
- Quarterly portfolio reviews
- Executive level service and support for dealers and agents
- Clear and competitive pricing designed to maximize dealers wealth retention
1280 Financial Partners is committed to integrity, transparency, and performance, and is very proud to be selected by Forbes “Best-in-State Wealth Management Teams”, 2024 & 2025.
Forbes Best-In-State Wealth Management Teams (2024 & 2025) compiled by SHOOK Research LLC. Most recently received in January 2025 based on data gathered from 3/31/23-3/31/24. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.