corporate partners

National Policy Solutions (NPS)specializes in creative life insurance strategies of estate and wealth planning to help individuals and their families achieve their long term goals. ​NPS is located in Santa Fe, New Mexico and works with life insurance companies across the country.  

​(National Policy Solutions operates as NPS Insurance Center in California).
National Advisors Trustwas formed in 2001 to provide a comprehensive selection of trust and custodial services, including complete administration and reporting in the areas of personal trust and estate planning, retirement, and investment planning.  It is one of a limited number of nationally charted trust companies in the U.S.  The firm is owned by over 140 independent investment advisory firms located nationwide and collectively managing more than $100 billion of client assets.  National Advisors Trust of South Dakota (NATSD) is the NATC subsidiary that serves as administrative trustee for PolicyFlex's Term Extension program. Customers of NATSD receive access to modern trust statutes and advanced technology; and all of NATSD’s services are available without the necessity of either the trust, grantor or beneficiaries having to reside in South Dakota.
Stroock & Stroock & Lavan LLP  is one of the U.S.'s most highly-recognized law firms for insurance and reinsurance issues. Stroock represents financial institutions, insurers, brokers and other corporate clients in the development of innovative products, regulatory and compliance issues, fund formation, mergers, joint ventures, public and private securities transactions, demutualizations, structured finance and credit derivative transactions involving the insurance industry.

Stroock provides legal advice and counsel to PolicyFLEX as regarding regulatory, transactional and compliance issues in the life insurance asset space.

CohnReznick  is one of the largest and most highly respected accounting and advisory firms in the country providing a full range of services, including audits, reviews and compilations of financial statements; tax preparation and strategies; detailed analysis of acquisitions and financial restructuring; expert financial advice; tax incentives and strategies; management and succession advisory services; management and succession advisory services; litigation support and forensic accounting and business profitability consulting.
Crederian Fund Services LLC  is a full-service fund administrator for the financial services community.  The founding principals, who have over 50 years of combined experience, designed Crederian with the primary purpose of partnering with investment managers and their clients to provide the highest level of client services.

Crederian's responsibilities include sending out timely notices to PolicyFLEX clients, confirming their policies are in-force and being adhered to as per PolicyFLEX's agreements.

© Integral Investment Capital LLC.  PolicyFLEX, PolicyFLEX logo, PolicyFLEX Term Extension and "Keep your life insurance longer...for less" are proprietary marks of Integral Investment Capital LLC.  Patent Pending.  All Rights Reserved.