Our Mission
We strive to improve the lives and legacies of our clients by optimizing their life insurance portfolios both today and for future generations.
As a trusted partner we offer advanced life insurance planning for high-net-worth clients and business owners, with a focus on optimizing the performance of client’s life insurance portfolios.
With decades of experience and the recognition of leading institutions across the nation, we help clients pursue the goals they once thought were out of reach.
Our Story is built on experience and a desire to always do the right thing.
We have been in the business of creating fully customized, premium financed life insurance structures for high-net-worth clients since 1989, working with some of the largest institutions in the world.
Our firm’s abilities are based on trust and time-tested relationships with insurance company and banking partners. We have maintained a consistent track record of funding commitments through a wide range of market conditions over the past 30 years.
Kuorum Partners is a national organization with offices and team members located strategically throughout the United States. Our continued success is measured one satisfied client at a time.
Our Team
Monica Agami
MANAGING DIRECTOR
TAMPA | FLORIDA
Chris Dunham
MANAGING DIRECTOR
TAMPA | FLORIDA
Vineet Goyal
FOUNDER/MANAGING PARTNER
DALLAS | TEXAS
Monica Agami
MANAGING PARTNER
TAMPA | FLORIDA
Allison Gerwick
EXECUTIVE DIRECTOR FINANCE
AUSTIN | TEXAS
Jacqueline Steinberg
DIRECTOR ADVANCED CASE DESIGN
AUSTIN | TEXAS
Michael Cox
HEAD OF PRODUCT STRATEGY
COLUMBUS | OHIO
Paula Crisi
DIRECTOR UNDERWRITING
PITTSBURGH | PENNSYLVANIA
Mark Martin
EXECUTIVE DIRECTOR OPERATIONS
PITTSBURGH | PENNSYLVANIA
Bianca Manzo
DIRECTOR ALTERNATIVES & FINANCE
SAN DIEGO | CALIFORNIA
Trudy Turscak
CASE MANAGER
POLAND | OHIO
Wyatt Landrieu
PREMIUM FINANCE ANALYST
JERSEY CITY | NEW JERSEY
Maisa Hamdan
EXECUTIVE ADMINISTRATOR
TAMPA | FLORIDA
