Where advanced
planning meets
precision.
Specialized life insurance solutions for financial advisors serving ultra-high-net-worth individuals and families.
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Specialized life insurance solutions for financial advisors serving ultra-high-net-worth individuals and families.
Fairmount Life is a national Brokerage General Agency built around one conviction: that financial advisors serving ultra-high-net-worth clients deserve a partner with the same level of sophistication as their clientele.
We don't offer commoditized insurance solutions. We offer deep expertise, white-glove support, and access to the most elite carrier relationships in the market — purpose-built for complex, high-stakes planning engagements.
Our team brings deep technical knowledge in estate planning, business succession, and charitable strategies at the highest levels of wealth.
We have cultivated relationships with the most competitive carriers in the UHNW space — giving your clients access to products they can't find elsewhere.
From case design to underwriting advocacy to illustrations, our team operates as a seamless extension of yours — so you can focus on your clients.
We exist to support advisors, not compete with them. Your clients remain yours — always.
Every strategy we support is designed for high-stakes, high-complexity engagements where the stakes are generational.
Irrevocable life insurance trusts, spousal lifetime access trusts, generation-skipping strategies, and wealth transfer solutions designed to preserve and protect multi-generational assets.
Buy-sell agreements, key person coverage, executive benefit programs, and continuity strategies that protect business owners and ensure seamless transitions.
Charitable remainder trusts, charitable lead annuity trusts, private foundations, and philanthropic strategies that align legacy goals with tax efficiency.
Sophisticated, presentation-ready case design and carrier-specific illustrations tailored to your client's unique financial profile and planning objectives.
White-glove underwriting support and carrier negotiations to secure the best possible terms for your highest-net-worth clients — especially complex medical or financial profiles.
Streamlined access to an elite carrier portfolio with competitive compensation structures and dedicated BGA support from day one of your contracting relationship.
We're not a transactional BGA. We're a long-term partner invested in the success of every advisor in our network.
A dedicated point of contact who knows your practice, your clients, and your business — available when you need them.
We don't try to be everything to everyone. Our entire practice is built around the sophisticated needs of ultra-high-net-worth planning.
Our business model is built entirely around advisor success. We never cross the line — your relationships are always protected.
We operate across all 50 states with the agility of a boutique firm — combining national carrier access with personal, hands-on service.
Whether you're looking to contract, explore our carrier portfolio, or discuss a complex case, we're ready to talk. Leave your email and a member of the Fairmount Life team will reach out within one business day.