Built On Principles.
Guided by Purpose.
Insurance Solutions Tailored for Individuals, Families, & Their Advisors
Purpose. Protection. Stewardship.
Purpose
Thoughtful planning begins with understanding what matters most. We take the time to understand each client's objectives, priorities, and long-term vision before evaluating potential solutions.
Protection
Wealth brings opportunity and responsibility. We help families and their advisors consider how thoughtful insurance planning can support long-term financial objectives and multigenerational wealth stewardship.
Stewardship
Insurance is a tool, not an objective. We evaluate sophisticated insurance strategies designed to address genuine needs, manage risk, and protect the people and assets that matter most.
Specialized Insurance Solutions
8 Bar Enterprises provides sophisticated insurance solutions for high-net-worth individuals, families, and their professional advisors. Our initial focus is on private placement insurance strategies that complement broader investment, estate, and wealth planning objectives.
Private Placement Life Insurance (PPLI)
Specialized permanent life insurance that combines death benefit protection with access to customized investment strategies within a tax-advantaged structure. Designed for qualifying individuals and families with complex wealth planning needs.
Private Placement Variable Annuities (PPVA)
Specialized annuity solutions offering tax-deferred investment accumulation and access to customized investment strategies for qualifying investors. These structures can complement broader investment and wealth planning objectives.
Experience. Perspective. Purpose.
8 Bar Enterprises was founded on a simple conviction: meaningful financial decisions begin with a clear understanding of purpose. Drawing on seven years as a U.S. Army infantry officer and more than two decades in financial services, our founder brings a distinctive perspective shaped by leadership, business ownership, and experience serving affluent families.
Start a Conversation
Whether you're evaluating a specialized insurance strategy or exploring how insurance fits into a broader wealth plan, we welcome the opportunity to connect. We work with individuals, families, and their trusted professional advisors.