Kelly Paulson's Colleagues at Golconda Partners
Kelly Paulson's Contact Details
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Stamford, Connecticut, United States
Golconda Partners
Kelly Paulson's Company Details
Golconda Partners, LLC is an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment accounts.We focus on two value-creating activities: - Traditional Life Insurance: Providing liquidity for estates through the acquisition of large portfolios of traditional life insurance. - Private Placement: Shielding investment portfolios from income tax through the acquisition of private placement life insurance and annuity investment accounts.Our team has been involved with numerous product and process innovations over the years that have become life insurance industry best practices. Our most recent innovation is a unique client service platform that we invite our clients and their professional advisors to utilize.Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.