Partnership Model
A Different Kind
of Partnership.
Longevita does not compete with its brokerage partners. We exist to make your practice stronger — operationally, analytically, and in the eyes of the clients who matter most.
The Model
Your Brand.
Our Infrastructure.
Longevita operates as an invisible partner. Your clients interact with your advisors, under your brand, with your relationships. We provide the institutional backbone — compliance, administration, actuarial support — that allows you to serve at the highest level without building out a full operations function.
This model preserves your independence while dramatically expanding your capabilities.
What Partners Gain
- I. Institutional compliance infrastructure without the overhead
- II. Access to actuarial and case design expertise on complex placements
- III. Ongoing policy management freeing advisors for relationship work
- IV. Quarterly strategic reviews with senior Longevita advisors
- V. Referral network access within the Longevita partner community
Partner Profile
Who Becomes a Partner
Established Brokerages
Firms with an existing book of high-net-worth clients seeking to move upmarket into the $50M+ tier, or already operating there and requiring management support at scale.
Independent Advisors
Senior advisors managing a concentrated portfolio of ultra-high-net-worth clients who require institutional-grade administration without a large back-office team.
Accounting & Legal Firms
Tax and estate practices seeking an insurance management partner to serve their UHNW clients without developing an in-house insurance capability.
Multi-Family Offices
Family office operators managing complex insurance portfolios across multiple families who need a dedicated external management function.
Engagement Process
Becoming a Partner
Confidential Inquiry
Submit an enquiry through our contact form. All initial conversations are strictly confidential.
Discovery Session
A one-hour call with a senior Longevita advisor to understand your practice, client profile, and objectives.
Proposal
We present a tailored partnership proposal — services, structure, and terms — within two weeks of the discovery session.
Onboarding
A structured 60-day onboarding process integrates your team, systems, and client files into the Longevita platform.
Begin
Enquire About Partnership
Longevita accepts a limited number of new partners annually. We encourage qualified brokerages to begin a conversation early.