Boston, Massachusetts, United States · Hybrid
The Coyle Company is a boutique life insurance planning firm that specializes in designing and managing sophisticated life insurance portfolios that help ultra-affluent families distribute their wealth as they intend. As…
Skills: Life Insurance Case Design, Advanced Estate Planning, Financial Modeling, Quantitative Analysis, Problem Solving
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Develop and model sophisticated life insurance solutions and funding recommendations integrated with advanced estate and wealth transfer strategies. Support new business efforts by collaborating with producers and managing policy reviews and client service enhancements.
Requires a bachelor's degree and at least 5 years of experience in life insurance case design with exposure to advanced planning techniques. Must possess strong quantitative skills and proficiency in Advanced Excel and insurance illustration software.
The
Coyle Company is a boutique life insurance planning firm that specializes in
designing and managing sophisticated life insurance portfolios that help
ultra-affluent families distribute their wealth as they intend. As a Case Design Specialist, you will play a
vital role in supporting our sales functions and policy service. Collaborating
closely with the Case Design Team, Client Relationship Managers, and other team
members, you will help develop and model sophisticated insurance solutions that
integrate with advanced estate and wealth transfer planning strategies to drive
exceptional advisor and client outcomes.
· Collaborate
with Producers, Director of Case Design, and Head of Advanced Planning to
support the development of client opportunities from the initial prospect phase
through the final sales presentation:
o Collect
and interpret estate data and case information to gain fundamental
understanding of case and determine planning approach
o Understand,
illustrate, and present a range of life insurance products including PPLI
o Generate
pricing analyses, build illustration comparisons, and model funding
recommendations for prospective clients, including scenarios that incorporate
advanced estate planning techniques such as lifetime gifting, split dollar,
private financing, and GRAT funding.
o Initiate
and participate in internal planning meetings relevant to assigned active cases
· Be
a reliable and trusted team member to help with special projects and contribute
during internal planning meetings.
· Foster
a positive work environment by demonstrating proficiency, enthusiasm, teamwork,
and adherence to high-quality standards, including confidentiality requirements.
Support Client Service
· Work collectively with Director
of Client Experience to evaluate insurance policies for suitability, propose
potential policy enhancements or required changes, and update policy review
materials.
· Order,
review, and make an inventory of in-force illustrations for prospective clients
and existing clients.
· Cultivate
and maintain relationships with key personnel at insurance carriers.
· A
bachelor’s degree required.
· A
minimum of 5+ years of experience in life insurance case design, with
meaningful exposure to advanced planning techniques.
· Possess
strong quantitative, analytical, and problem-solving skills with meticulous
attention to detail.
· Demonstrate
in-depth knowledge of insurance products, carrier illustration software,
marketing resources, and advanced markets planning techniques, including
lifetime gifting and trust funding strategies, split dollar, private financing,
GRAT funding, and related estate and business planning concepts.
· Experience
in financial modeling with the desire to develop and enhance both sales and
service presentations.
· Capable
of conducting oneself with a focus on service excellence and client-first
decision making.
· Be
a self-starter with the ability to excel in a dynamic, fast-moving environment
with excellent interpersonal and communication skills.
· Experience
with organization, prioritization, and multitasking skills to manage daily
workflow.
· Proficiency
in Microsoft Office Suite, Advanced Excel, Salesforce (preferred).
· Candidates
residing within 50 miles of our Boston office are required to report on site
twice a week.
The Coyle Company © 2026
Generational Wealth Planning
For over 40 years, The Coyle Company has focused exclusively on the use of life insurance for estate and generational planning for clients. We help ultra-affluent families design, implement, and service sophisticated life insurance portfolios in conjunction with advanced estate planning techniques to assist in achieving their estate distribution objectives. Estate planning is highly personal. While we use the tax advantages of life insurance to help protect, transfer and leverage funds from our clients’ taxable estates to create tax-free assets, it is our ability to fully understand each client’s circumstances and personal wishes that is our most valuable asset. With a full-time professional team, we have the experience, technical expertise and resources to provide exceptional service to our clients. It’s this commitment to quality and integrity that have earned us a near 100% client retention rate. • Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC., The Coyle Company is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. • The testimonials/ recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Offices: 160 Gould St, Suite 203, Needham, Massachusetts 02494, US
Generational Wealth Planning
For over 40 years, The Coyle Company has focused exclusively on the use of life insurance for estate and generational planning for clients. We help ultra-affluent families design, implement, and service sophisticated life insurance portfolios in conjunction with advanced estate planning techniques to assist in achieving their estate distribution objectives. Estate planning is highly personal. While we use the tax advantages of life insurance to help protect, transfer and leverage funds from our clients’ taxable estates to create tax-free assets, it is our ability to fully understand each client’s circumstances and personal wishes that is our most valuable asset. With a full-time professional team, we have the experience, technical expertise and resources to provide exceptional service to our clients. It’s this commitment to quality and integrity that have earned us a near 100% client retention rate. • Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC., The Coyle Company is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. • The testimonials/ recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Offices: 160 Gould St, Suite 203, Needham, Massachusetts 02494, US
