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Windward Capital Partners, LLC is a wholly owned subsidiary of GB Financial Group, Inc. From offices in Boston, Chicago, Los Angeles and New York, GB Financial Group provides life insurance-based wealth preservation and wealth transfer solutions for a global clientele. Windward Capital Partners is the exclusive lending agent for a nationally chartered bank and in this capacity has created a highly competitive lending facility that it is able to offer to eligible clients of qualified advisors. The lending framework allows for maximum flexibility and optionality, providing an overall transaction designed to best meet the clients’ objectives. In it's capacity as the loan processor and servicing agent, Windward Capital Partners is perfectly placed to assure a streamlined process for clients and their advisor(s).

Our Competitive Advantages

Lending Advisor: In addition to providing the best overall lending terms in the industry, we have the capability to advise clients and their advisors in the design and implementation of complex insurance-based wealth preservation and wealth transfer strategies.

Flexibility: We are able to finance Universal Life (including:Index and Survivorship products), as well as Whole Life insurance policies. In addition, we offer clients optionality in designing loan terms that meet their needs and preferences.

Knowledge: Due to the affiliation with one of the most respected firms in the life insurance solutions industry, we understand better than anyone the intricacies of creating the perfect symbiotic relationship between the life insurance design and the premium finance loan.

Discerning: Our premium finance lending platform is only available to those professionals with whom we have a strong collaboratory relationship.

Relationship: We pride ourselves on having deeply rooted relationships with all major life insurance carriers based on mutual respect and proven integrity.

Experience: Extensive experience in both the point-of-sale and transaction design, as well as premium finance lending allows us to offer seamless execution and maximum sustainable benefit.