Blackheath Partners

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