Jimmy Milliron

Father of two, love traveling, cooking, & conversation!

National Brokerage Atlantic is the exclusive life insurance distribution partner of choice for financial professionals serving affluent U.S. and International clientele. Our platform provides access to over 30+ carriers & complete portfolio of fixed & variable life insurance, long-term care, annuity, and disability products, helping you uncover opportunities and enhance your practice.

Our Advanced Sales Markets provide custom-made life insurance consulting services for Financial Professionals and their affluent clientele. Focusing on four key lines of business providing strategies around tax mitigation and wealth accumulation, protection, and transfer:

Traditional Life Insurance Solutions: Offers highly attractive and income tax-free internal rates of return, quick liquidity upon death, and reduces the overall volatility of a business or family’s net worth.

Premium Finance Life Insurance and Capital Access: A way for qualified borrowers to use third-party financing to pay for sizeable life insurance premiums with minimal initial and ongoing cash flow. Our proprietary platform allows structuring competitive lending terms and pricing to align with clients’ objectives.

Private Placement Life Insurance: PPLI uses an institutionally priced life insurance chassis to highly wrap tax-inefficient investments and recharacterize those investments as part of a cash-value life insurance policy. The result is that the investments receive the more desirable tax treatment of life insurance.

Foreign National & U.S. Nexus Solutions: Providing U.S.-dollar-denominated strategies focused on pre-immigration planning, those with U.S. ties, U.S. persons with foreign nexus, and other cross-border client situations.