Are you a financial adviser, wealth planner, or life insurance professional looking to elevate your career? Capital for Life is seeking ambitious professionals to join our global network of financial advisers specialising in Indexed Universal Life (IUL) insurance and premium-financed life insurance solutions for high-net-worth (HNW) clients.
Apply Today
"I've had the pleasure to work with Carlton and the whole team on a number of occasions.” - James G.
Work with affluent clients to protect and optimise their wealth through customised insurance and estate planning solutions, with particular expertise serving business owners and international investors.
Advance your career with comprehensive CPD-accredited training in IUL and estate planning. You will also earn the Capital for Life Adviser Accreditation to enhance credibility and expertise.
Expand your advisory portfolio with sophisticated premium-financed insurance options. Provide multi-pay life insurance solutions for clients seeking tax-efficient strategies.
London, Switzerland, Monaco, France, Spain and Italy
- HNW clients seeking trust & estate planning with life insurance
- Ideal for IFA firms, wealth managers, and tax planners.
Dubai, Abu Dhabi, Qatar, Saudi Arabia, Oman and Kuwait
- Growing demand for tax-efficient retirement planning & estate protection
- Perfect for expat financial advisers & wealth planners.
Hong Kong, Singapore, Malaysia, Indonesia, Thailand, Vietnam and India
- Increasing interest in international life insurance solutions
- Attractive for advisers working with expats & business owners.
Sydney, Melbourne, Brisbane, Perth, Auckland and Wellington
- Increasing demand for tax-efficient retirement life insurance solutions
- Growing market for cash value life insurance among HNW individuals and business.
South Africa, Nigeria, Mauritius, Seychelles and Caribbean financial hubs
- Advisers focused on estate structuring, offshore wealth management, and cross-border asset protection.
Mexico, Brazil, Argentina, Chile, Colombia, Panama, Cayman Islands, and British Virgin Islands (BVI)
- Specialised opportunities for offshore trust specialists, wealth planners & private bankers
- High demand for premium-financed life insurance & tax-advantaged wealth transfers.
- Financial Advisers & Wealth Planners looking to expand into the HNW insurance market.
- Life Insurance Brokers specialising in Indexed Universal Life (IUL) and premium finance.
- Private Bankers & Trustees offering wealth solutions for ultra-high-net-worth clients.
- Estate Planners & Tax Specialists structuring tax-efficient life insurance plans.
We welcome financial advisers, wealth planners, private bankers, insurance brokers, and trustees with experience in financial services, life insurance, estate planning, or wealth management.
Candidates should have at least 10 years of experience in financial services, banking, wealth management, or a related field. Trustees should have at least 5 years of relevant experience.
Our advisers receive CPD-accredited training in Indexed Universal Life (IUL) insurance, premium-financed life insurance, and tax-efficient wealth strategies. You will also earn the Capital for Life Adviser Accreditation.
Capital for Life provides technical support, case structuring assistance, and marketing resources to help you grow your advisory practice.
Our bespoke life insurance solutions have been developed over the last decade to serve ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients worldwide. We offer guidance on how to integrate these solutions into your existing client base.
While experience in IUL is beneficial, it is not mandatory. Our CPD-accredited training will equip you with the necessary expertise.
We work with advisers in the UK, Europe, UAE, Middle East, Asia, Africa, Australia, New Zealand, North America, Latin America, and offshore jurisdictions.
Once you apply, our team will review your experience and qualifications and schedule an initial discussion. If selected, you will receive onboarding and training.
Capital For Life ©2024 All Rights Reserved.