Southport Compass, Southport CT, Fairfield County
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  • Private Client Solutions
    • Specialty Life Insurance Premium Financing
    • Wealth Protection Planning
    • Product Portfolio
    • Private Placement Life Insurance & Annuities
    • Capital Markets
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Wealth Protection Planning

Managing through the complexities of planning can be challenging and often involves navigating through multiple solutions.

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Product Portfolio

As experts in navigating the product landscape, we align and execute tailored solutions.

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Specialty Premium Financing

We bring a unique and sound perspective to financing premiums with our planning process.
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Life insurance Agents in Fairfield County CT, Southport Compass, Southport CT

MEET THE TEAM

At the heart of every estate and business plan is a person and their needs

We partner with families, businesses and their advisors nationwide to assess, navigate and execute insurance planning strategies bringing unrivaled value to clients. With an average of 30 years of experience in designing insurance products, structuring solutions, and implementing strategies, Southport Compass takes pride in knowing that we simply help clients by making life easier.

Based in Southport, Connecticut, 50 miles outside of Manhattan, we offer a new paradigm that starts with learning about a family’s dynamics, their legacy goals, and how to protect their most valuable asset: peace of mind.

Working directly with clients as well as serving as the advisor to the advisors, our expertise is working through today’s shifting dynamics to tackle the challenges head on with flexibility and optionality in every plan.

Tomorrow is defined by the decisions made today.

Forming the right advisory team is the first step in securing a sound wealth plan. And remember that even the best laid out plan needs to be revisited periodically to optimize short and long term results.

We maintain a clear, client-centric approach that balances effective planning with practical implementation as we work with life insurance companies, financial institutions, and trusted advisors to execute plans for wealth transfer and risk management.

Southport Compass specializes in structuring solutions while managing the complexity of financial underwriting, taxation, trust planning, financing, review of unique insurance planning arrangements, and customized product designs.

Southport Compass, Southport CT, Fairfield County

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  • Private Client Solutions
    • Wealth Protection Planning
    • Product Portfolio
    • Capital Markets
    • Private Placement Life Insurance
    • Specialty Life Insurance Premium Financing
Securities are offered through The Leaders Group, Inc. Member of FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080.
Southport Compass, LLC is not affiliated with The Leaders Group, Inc.
https://brokercheck.finra.org/
All Rights Reserved by Southport Compass.
Please be advised that this document is not intended as legal or tax advice. Accordingly, any tax information provided in this document is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor. As variable products, the value of a policy increases or decreases with performance of the investments supporting the policy. A life insurance carrier does not guarantee any investment performance and the policyholder bears all investment risk. Investment options are only available through the purchase of variable annuity contracts or variable life insurance policies offered by life insurance companies.