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IIG specializes in providing institutional insurance (BOLI, COLI, ICOLI) as a financial tool to corporations, financial institutions, and qualified investors. Our clients include banks, insurance companies, and Fortune 500© firms. Our products are widely used by financial institutions, corporations, and investors to mitigate liabilities, provide tax efficiency, and help improve total return on assets. IIG looks to provide the most efficient products from the markets` best insurance carriers when determining solutions for our select clientele. Our relationships span multiple carriers and distribution channels to provide individually customized programs that stand the test of time
WealthSouth, with assets under management of $1.4 billion, is the wealth management arm of Farmers National Bank, in Danville. WealthSouth provides families and businesses with Investment Management, Trusts, Estates, Retirement, 401(k)s and ESOPs to meet the needs of a constantly changing market environment. WealthSouth has offices in Bowling Green, Danville and Lexington.
Carrasco Job Corps Center is a San Marcos, TX-based company in the Financial Services sector.
Dallas Credit Union is a Dallas, TX-based company in the Financial Services sector.
At WealthForge, we believe the future of raising private capital can be much easier than it is today. Traditionally, the private placement process has been known for being complex and painfully inefficient. This has created an enormous opportunity for change. We`ve created a solution that integrates cutting edge technology with the safety and security of a trusted third-party partner. The result? All stakeholders involved in the process enjoy greater transparency and efficiency—and less aggravation. Our ultimate goal is to eliminate the friction involved with private placement transactions by moving the entire process online making everything faster, more transparent and compliant.