Insights

Read our latest articles, POVs, case studies, and more to learn how insurance-based investment solutions can augment your clients’ investment portfolios and offer the potential to improve after-tax performance.

Building Architecture
When a Death Benefit Change Can Be Read Three Ways
Axcelus Financial and SS&C Technologies Forge Strategic Technology Partnership
Axcelus Financial (“Axcelus”), a leader in life insurance and annuities, today announces a long-term strategic partnership with SS&C Technologies, a global provider of financial technology and administrative support, to enhance Axcelus’ technology and operational capabilities.
Axcelus Financial Strengthens Distribution Leadership Team
John Fischer, Co-Founder of Axcelus Financial, will take on the new role of Senior EVP & International Head of Distribution, and Jim Totten, formerly Market Leader at Invesco, has joined the firm as EVP & U.S. Head of Distribution.
Building Architecture
Lombard International U.S. & Bermuda Rebrands to Axcelus Financial Following BroadRiver Acquisition
a leading provider of private placement life insurance and annuities, proudly announces its rebranding to Axcelus Financial.
Interior Building View
Lombard International U.S. & Bermuda is now Axcelus Financial
Lombard International US & Bermuda is now Axcelus Financial! Get to know our new brand and what it means for you – our clients, partners and connections.

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