Who We Are
People in the know
Our understanding of the unique challenges associated with the PPLI/PPVA space drives our intent to make those product benefits accessible through our services.
Since it’s founding in 2011 by pioneers in the variable life
insurance industry, MAS has developed a responsible approach to product design and management of separate account assets across both onshore and offshore platforms.
What we strive for
Dynamism
We don’t just react— we anticipate and innovate solutions that empower you to seize opportunities with confidence and agility.
Adaptability
We navigate the complexity of a shifting regulatory
landscape with precision and foresight.
Approachability
Our services aim to simplify what is an intimidating and complex process, so you can confidently leverage its advantages for your clients.
Transparency
Our straight forward communication ensures you always have the full picture to make informed decisions.
Our Process
High touch support for advisors, no-touch for your end client.
Introducing third parties is just another point of friction. So, keep us in the back office- we won’t tell.
Prospect Review
- Individual case validation
- Overview of client’s short and long term goals
- Review of current tax plan and portfolio
- Growth opportunity assessment
- Guidance on how to present opportunities to your client
- Documentation on what’s needed to move forward
Case Design
- Goal realignment and
Solutions for estate and tax planning - Pre-underwriting analysis
- Draft investment policy statement
- Insurance solution package
- Collaborative deep review of recommended options
Policy Implementation
- Full Underwriting
- Set up Customized SMA/IDF
- Set Up Policy Ownership Vehicles
- Guidance and documentation for end client
Administration
- Ongoing Client Service
- Regular Policy Reviews
- Enhanced Separate Account Reporting
- Maintaining compliance
Our Team
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Over 15 years in insurance—12 focused on PPLI—she brings technical expertise and strategic vision to drive growth and operational excellence. She holds a B.S. in Criminal Justice from Florida International University and upholds the highest standards of integrity and governance.
Natalia Diaz
Chief Administrative Officer & Managing Director
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20 years in global financial services, operating extensively in private banking and asset management, with global 500 multinational firms. He is a CFA and CAIA charter holder, and holds the following industry qualifications: FINRA Series 7 and the Uniform Securities Agent State Law Exam (Series 63).
Francisco Soler
President and Managing Director
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Over 25 years’ experience in commercial areas handling
administration and client servicing. Specializes in complex case design and
ongoing relationship management. Holds a Bachelors Degree in Actuarial
Sciences and diplomas in Math applied to Business and Marketing.E Canchola
Client Service Specialist
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Previously the Program Manager for the Excel team at Microsoft. He also supervised the Office security review process, designed Office features, and contributed effort resulting in a U.S. patent. He holds a degree in mechanical engineering from École Nationale Supérieure d’Arts et Métiers in Paris, France.
Christophe Loisey
CTO
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10 years in investment advisory compliance and operations. She received her BS in International Business from Northeastern University in Boston and Degree in International Management from the European School of Business in Reutlingen, Germany.
Bridget Fagerholt
Chief Compliance Officer & Managing Director
