This month, our “get to know” series once again moves beyond the walls of IPL’s offices as we introduce you to one of our trusted partners. We sat down with Stephanie Alper-Lisi, CLU®, the President of Regis Financial Partners, a boutique brokerage agency known for its concierge service, innovative case design, and deep advisor support.
Read on to learn more about how Regis collaborates with IPL, what makes PPLI such a game-changing planning tool, what Stephanie wishes more advisors understood about private placement, and, of course, what she’s watching on TV these days.
Regis Financial Partners is a boutique insurance brokerage agency that is composed of industry thought leaders. Our concierge team is passionate about finding solutions and innovative strategies for our advisors and their clients, which sets us apart. Whether it be life insurance, executive benefits, long-term care, disability or annuities, there is no one size fits all! We believe in working with our insurance carrier partners and advisors to provide the right solution and deliver impeccable service.
Regis Financial Partners works with advisors that are interested in exploring the PPLI conversation with their clients. We help them with education and partner with IPL to make sure their clients get the design and investment options they are looking for in a policy.
Regis has a concierge PPLI process for our advisor’s clients. We expedite the underwriting process by ordering medical records, exams and working with our in-house underwriter to make sure we are giving IPL a complete package for them to secure the amount of insurance needed.
Anthony at IPL has been amazing to partner with because he talks through all of the options with the advisors so they can fully understand how the product and investments work.
Private Placement is a wonderful opportunity for people to use this unique product for their legacy planning or passing wealth to future generations. The ability to invest in alternative investments also makes it a game changer. You have such optionality with this product that allows you to grow cash value tax free with a great selection of investments that you would not have access to if you purchased a retail VUL product.
Advisors need to continue to understand the product, understand the investment options, and find where it fits within the clients’ portfolio. The PPVA product is a great way to give clients access to alternative investment for tax deferred growth in their portfolio. Utilizing the life insurance and how it can also be used for not only taking withdrawals from on a tax-free basis, but it can also be used to fund additional life products for the clients’ estate planning needs. If underwriting doesn’t go as planned or the cost of insurance charges are higher due to a personal medical history, we can pivot to the PPVA product using the same investment options. There is always a win for the client.
This is my second career, and I started as a NY Life agent almost 20 years ago. When that did not pan out quickly, I was fortunate to really start my insurance career at Merrill Lynch, helping advisors with their insurance business. An opportunity opened at a brokerage agency in 2008 where I could learn and be mentored by two of the best in the business in the NYC area…and I took it.
Five years ago, I was blessed with the opportunity to take over Synergy Life Brokerage as the President. Three years ago, we rebranded the company to Regis Financial Partners, which happens to be my middle name. It was vital that we are financial partners not only to our advisors and clients but to our insurance carrier partners in the financial services marketplace as well.
Power Moves with Shaquille O’Neal – which is so interesting because I played college ball and loved my Reebok’s back in the 90’s! I’m always watching Chopped or any cooking show! I’m also watching the NY Liberty having a great start to their season! Go Stewie!
