Kobel Financial Group Inc. is the culmination of 3 generations of life insurance professionals. The family has historically focused on providing US life insurance to foreign clients and was one of the first to introduce US life insurance to South America. The first generation had an office with over 200 agents throughout South America and sold more than 70,000 policies. The second generation expanded on bringing US insurance to LatAm, expanding to Central America with over 1,000 agents and over 25,000 policies sold. Realizing the need to bringing highly-rated whole life policies to high net worth clients in Latin America, while focusing on the needs of high net worth clientele who desire flexibility in the payment of premiums, the third generation has expanded the selection of offerings to include premium financed life insurance policies. These policies provide high levels of coverage to these clients, while minimizing the opportunity cost of having to pay large premiums out of pocket.
Kobel Financial Group Inc. and our partners work with all the major mutual fund and insurance companies, as well as most of the major banks and lenders in this industry to provide the best insurance and best financing options available to suit our clients’ needs. We work directly with our clients or with professionals at their family offices to create a premium financed insurance program that best serves their goals.