Blackheath Partners
About Blackheath Partners
Blackheath Partners is a national Insurance Brokerage General Agency (BGA) and Independent Marketing Organization (IMO) helping financial advisors grow their practices through advanced insurance planning, annuities, premium financing, and concierge case management. We serve RIAs, broker-dealers, independent advisors, insurance agencies, CPAs, estate planning attorneys, and family offices with solutions ranging from everyday client protection to sophisticated estate, business succession, executive benefits, and wealth transfer strategies. Backed by institutional expertise and white-glove service, Blackheath delivers the resources, carrier relationships, and planning support advisors rely on to build stronger client relationships.
Advisor Solutions
- Advanced Life Insurance: Permanent and term insurance solutions designed to protect families, businesses, and estates through every stage of wealth.
- Annuities: Sophisticated fixed, indexed, and variable annuity strategies engineered to deliver tax-deferred growth, lifetime income, and portfolio stability.
- Long-Term Care Insurance: Comprehensive planning solutions designed to help protect retirement assets, reduce care-related financial risk, and preserve family wealth.
- Premium Financing: Institutional financing strategies for large insurance acquisitions, designed to preserve capital and optimize leverage.
- Risk Management: Sophisticated risk transfer solutions for high-net-worth households, closely held businesses, and family offices.
- Advisor Support: Case design, underwriting advocacy, and white-glove implementation alongside RIAs, broker-dealers, and attorneys.
The Blackheath Team
A discreet partnership of seasoned planners, underwriters, and case designers — quietly executing complex strategies for the advisors who serve America's most discerning clients.
- 100+ Years of Combined Experience
- $2B+ In Insurance Placed
- Nationwide Advisor Network
Contact
Puerto Rico Office: D81 Calle C STE 301, Dorado, PR 00646-2234
North Carolina: PO Box 234, Mineral Springs, NC 28108
Phone: 704-443-7154
Email: info@blackheathpartners.com