Elizabeth Ann Keenan

Liz has a broad understanding of tax elimination strategies for the high-net-worth market and nearly two decades of experience in PPLI structuring. Liz is a former Managing Director of Banker’s Trust Company. Liz holds a Master’s degree in Executive Communication and Leadership from Seton Hall, Strategic Planning & Management programs at Harvard, and Trust Indenture Dynamics through the American Banking Association, preceded by two bachelor's degrees — a BA in Labor Relations and a BS in Mathematics from Rutgers. Notably, Liz is a former U.S. banking representative to the National Association of Insurance Commissioners and a presenter of private placement products at the Leaders Group annual conference and the Annual Private Placement Life Insurance and Variable Annuities Forum. Liz has also been recognized for her work in the financial industry, being featured in the Financial Times.

Mark Jacobs

Mark Jacobs is widely considered to be an expert in the field of risk management and participatory risk coverages. His expertise in insurance companies and his comprehensive knowledge of domestic and international regulations have resulted in the formation, management, and operation of over 200 successful transactions over the last twenty years. Mark is a longstanding member of the Risk Management Society (RIMS) and the Self-Insurance Institute of America (SIIA). Mark proven track record attracts invitations to speak at professional events around the world. He is the President and Director of Madison International Insurance Company.

Robert Zack, JD

Robert Zack was admitted as an Attorney-at-Law in the States of Michigan (1981), Florida (1986), and as a Solicitor of England and Wales (2008).  Additionally, Robert is Florida Board Certified Health Lawyer (1995-2020) and was Florida Supreme Court Certified Circuit Court Mediator (2001-2020). Additionally, he is currently appointed to Health Planning Council of Southwest Florida 2008-present.

Hugo Tomasio, JD

Hugo Tomasio provides planning and consultation in business, charitable, estate, and retirement planning. Hugo works with clients and advisors to create effective risk management, advanced planning strategies, and life insurance product designs. Mr. Tomasio previously headed Specialty Markets for AXA US, managing premium finance and global client markets. Hugo graduated from Villanova University, where he received his Bachelor of Science in Finance, and the University of Connecticut School of Law, receiving his Juris Doctor. He is a respected industry speaker and has authored articles in Trusts & Estates, AALU’s Washington Report, and National Underwriter. Member of the BAR Association in New York and Connecticut. He is fluent in Spanish and is involved in charitable work in Fairfield County, CT.

Gabriel Allocco

Gabriel ensures client satisfaction from inception through policy inforce while remaining accessible to clients and key intermediaries. As a seasoned senior case manager, he supports our clients’ structuring needs with the highest degree of confidentiality. Gabriel is primarily responsible for coordinating the documentation, exams, inforce processing, and record-keeping. Postgraduate courses completed in Anti-Money Laundering, Ethics, and Cyber Security. He is also a licensed life insurance broker. Gabriel is pursuing a Master’s degree in Public Administration at New York University’s Wagner School of Public Service; Gabriel courseload targets corporate responsibility and management.

Kristin DeAugustine

Kristin specializes in client business development with expertise in tech support. She ensures client onboarding and seamless and efficient integration. With a combination of strong interpersonal skills and fluency in such technology as Python, Java, Flask, Heroku, SQL, HTML/ CSS, Tableau, and R she can support the most complex designs. Kristin’s combination of work experience, a Master’s in chemical biology, and an advanced certificate in data analytics from Columbia University provide a unique perspective on analyzing each client individually. Kristin is pursuing her Series 6 and 63 and becoming a certified financial planner.