Welcome to the Case Design Portal
Let's get your case to the right team fast. Are you an advisor submitting a case, or a client seeking information?
I'm an Advisor
Submit a new case for design or request a plan illustration
I'm a Client
Referred here by my financial advisor to provide information
Which concept are you exploring?
Select the planning strategy this case is built around. This determines what case-specific information we'll collect.
Lifebridge LTC
Asset-based long-term care with life insurance chassis
IRA Allocation Strategy
Tax-efficient redeployment of qualified assets
Affluent Earners
High-income planning, wealth accumulation & protection
Medical Professionals
Physicians, dentists, specialists & practice owners
Attorneys
Legal professionals, partners & sole practitioners
Entrepreneurs / Business Owners
Key person, buy-sell, and business continuation planning
Advisor Information
Primary Client
Include Spouse / Joint Applicant
Add a co-applicant for joint case design
Investable Assets
Qualified Assets
$
$
Non-Qualified Assets
$
$
Review & Submit
Please confirm all information before submitting to the case design team.
What happens next: Your case request will be delivered to our design team. They'll build a preliminary illustration and follow up within 1–2 business days.
Case Request Submitted!
Your case has been sent to the Lifebridge LTC design team. Expect a preliminary illustration within 1–2 business days.