What We Offer
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WIDE-VARIETY OF PROVEN SOLUTIONS FOR OUR CLIENTS
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LONGER-TERM CAPITAL FOR LONG-TERM LIFE-INSURANCE PLANS
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FLEXIBLE DUE TO OUR SIZE AND RELATIONSHIPS
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STRAIGHT-FORWARD AND PROVEN PROCESS
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PARTNERSHIPS WITH SOME OF THE TOP FIRMS IN THE WORLD
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INSTITUTIONAL CAPITAL MARKETS PRICING
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NO OUTSIDE INVESTORS OR MANDATES BESIDES OUR CLIENTS
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TRANSPARENCY
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FIXED COSTS
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PROPRIETARY PRODUCTS DESIGNED SPECIFICALLY FOR HIGH-NET WORTH CLIENTS
Our Solution
Life-insurance is an important financial tool for high-net-worth individuals and businesses. That’s why intelligently using leverage to create liquidity alternatives when funding life-insurance can further enhance the benefits of these useful life-insurance products.
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The Opus Life-Insurance lending program is an innovative approach to premium finance that is relatively new to the industry.
Its purpose is to provide attractive borrowing opportunities for clients with the primary goal of preserving liquidity.
Sophisticated Approach. Reliable Outcomes.
How We Differ
Our process includes working with high-caliber advisors, and their clients, and designing as well as sourcing the best possible financing structure for their specific needs.
We bring a full-service partnership approach to the life-insurance lending industry.
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We commit 100% of our team’s intellectual capital to every transaction to ensure the best outcomes for our partners.
Not only do we team up with advisors for the long-term, but we do our utmost to set up their clients for long-term success.
We help navigate complex capital markets every step of the way.
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Our clients benefit from lower-cost capital solutions than are typically seen in the premium finance industry.
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Our structure not only extends traditional payment terms but also creates a defined risk for clients.
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This ultimately brings a more measured approach to premium finance than our competitors.
About Scott
Scott Olson
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Scott Olson has more than 20 years of diverse legal and business experience. He began his career as an Associate at Andrews Kurth, LLP where he remained from 1998 to 2002. From 2002 to 2003, he occupied the role of Managing Partner with Larson King, LLP.
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Scott later founded the Dallas office of Greenberg Traurig, LLP, where he assumed the role of Managing Shareholder. He also served as Global Co-head of Greenberg’s Structured Finance & Derivative Group, representing banks, borrowers, investors, life companies, servicing companies, and other parties.
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In 2006 Scott took on the role of advisor and/or investor in a variety of businesses, including as Managing Director if an ABL asset-based hedge fund that managed over $1 billion in investments.
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Scott is currently a Partner with Turtle Creek Holdings, a decades old investment partnership focusing on private equity and venture capital investments. In this capacity, he serves as a leader in a number of portfolio businesses including CEO of Pathway Healthcare.
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Scott attended the University of Alabama at Birmingham, where he graduated magna cum laude with a Bachelor of Science in Accounting and won the Hugo Black Fellowship Award and the Outstanding Young Alumni Award.
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Scott also holds a JD from Vanderbilt Law School and for three years served on the Vanderbilt Law School Board of Directors.
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Before college, Scott served our country in the USAF.
