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About Us Our Mission

We Are Committed To Excel

  • Case Design
  • Product Selection
  • Reinsurance Management
  • Medical and Financial Underwriting
  • Premium Financing
  • Life Settlements

The mission of Regis Financial Partners, LLC is to serve the needs of life insurance professionals and other advisers operating in the affluent and business markets, by providing superior end to end case design, underwriting and product delivery.

This mission is supported by identifying best in class products, financially sound companies and innovative sales concepts appropriate for each situation.

Our capabilities are founded on our Senior Team’s decades of advanced product design, client service and due diligence. We are dedicated to a sense of urgency, a high level of support and continuing professional education.

Contact us Today Let's talk about how we can help you