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Trident Global Strategies
Speciality Insurance Programs & Development
We are Experts at navigating Insurance Markets.
Quality Insurance Company Offerings
Utilizing A.M. Best-rated insurance companies, we manage risk efficiently and effectively in many lines of individual and group insurance programs that can be funded domestically or internationally.
Full Insured or Partially Self Funded Insurance Structures
Utilizing risk transfer structures from fully insured to partially self-insured in tail risk using private insurance placement structures, Trident can evaluate risk and find the proper placement for insurers to enhance individual well-being and commercially cost-effective investment in employees and executives.
We offer project analysis, including actuarial support in a feasibility study and underwriting report, and provide solutions for longevity and mortality portfolio risk using rated insurance companies.
Fire Insurance Update
Portfolio Property Cover in High-Risk Wildfire Areas
Captive insurance solutions offer effective insurance strategies by providing a tailored approach to financing catastrophic property risks. Utilize IRS 831(b) captives or group captives in financing property risk.
Medicare Advantage (Part C), Medigap Supplement, and Perscription Drug (Part D)
We can help you navigate the benefits available to Medicare Beneficiaries. We represent five national insurers with dozens of plans in multiple states. Go to www.medicareexpertsgroup.com for more information.
Life Contingent Portfolio Programs for Investors
We have created insurance programs that cover Longevity & Mortality Portfolio risk on ABS structures through the Trident Underwriters platform
Medicare Product Certified, Intermediary, Reinsurance
Multiple State Licenses CA, NV, TX, PA, VA, NC
We hold individual and Agency licensing in many states.
Mission Statement
To collaborate and find the most effective insurance structure and products that demonstrate insight and knowledge to achieve excellent value and effectiveness for our clients
Operating Statement
We value the whole person and learn from each individual we work with to ensure we meet their needs and are cost-effective.
Business Strategy Statement
Our expertise leverages creativity and financial understanding to develop customized yet simple insurance programs, underwriting models, and servicing strategies to improve transaction economics and increase our clients' satisfaction.