Affluent Market Focus Stonegate Brokerage serves independent wealth managers targeting affluent and super affluent clients, presenting a clear opportunity to tailor life insurance solutions that maximize death benefit leverage and minimize out-of-pocket costs for high-net-worth portfolios.

Independent Representation Position Stonegate as an independent advisor that represents the wealth manager and client rather than any single insurer or syndicate, offering a competitive sourcing advantage to secure favorable underwriting terms and broad carrier access.

Carrier Access Advantage Leverage the claim of access to 98% of life insurance carriers, plus in-house underwriting capabilities, to pitch faster case underwriting, optimized product mixes, and best-in-market offers to premium clients.

Operational Efficiency Promote the single-point-of-access model as a workflow enabler for wealth managers, accelerating case progression, reducing administrative frictions, and freeing advisors to focus on client strategy and relationship depth.

Strategic Growth Signals Given the revenue scale and comparable firms in the space, highlight Stonegate’s potential to partner with mid to large wealth management firms seeking enhanced insurance product optimization, cross-sell opportunities, and scalable underwriting capabilities.