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HIGH LEVEL PLANNING FOR HIGH LEVEL CLIENTS

THE LEVERAGED DISTRIBUTION STRATEGY®

Seeking to maximizing the tax benefits of permanent life insurance to provide significant tax-advantaged income potential in retirement

THE LEVERAGED LEGACY STRATEGY™

Seeking to maximize life insurance portfolios while reducing out-of-pocket costs

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.

Why Us?

We are dedicated to professionally supporting, educating and providing informed direction to each and every client in the purchases of large life insurance transactions.

 

About Us

Tennyson Advisory Group was founded to help individuals, families and business owners across the country seek to maximize the use of your life insurance portfolio. Our custom strategies seek to reduce your out-of-pocket costs and open up valuable planning options for your estate and or business planning needs by financing life insurance premiums.

 

Our Philosophy

Just as financing the purchase of a large business can make economic sense, so can financing the purchase of a large life insurance policy. We take a conservative approach to each custom recommendation, create a unique value proposition relative to traditional life insurance purchases. Support, service and communication are the cornerstone of our firm.

 

Our Process

Before recommending any solution, Tennyson Advisory Group begins with a complete analysis of each client’s current life insurance portfolio from the ground up.  We work through the big and small details to ensure that our recommendations work towards your long-term planning objectives. We provide powerful options, allowing clients and their other advisors to make well-informed decisions.

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Our Services

We have built our firm with not only our customized strategies, but our commitment to high touch service.

 

Life Insurance Analysis

The insurance industry is constantly changing, as do the needs of a client at various life stages. As such, it is imperative to be vigilant in regular reviews of clients’ life insurance portfolios to confirm that the existing coverage meets planning objectives.

 

Tailored Strategies

There are no one size fits all recommendations here. Each client has a tailored strategy built around their unique needs, objectives and resources.

 

Annual Review

TCP is committed to ongoing review and servicing on all of the plans that we implement. 

Our Team

Learn more about our amazing team of professionals.

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Kyle Gardner

Managing Partner

CRPC, AAMS, AWMA
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Kyle Gardner

Email: k.gardner@lpl.com

Fostering a deep background in wealth management and life insurance that expands 13 years, Kyle co-founded Tennyson Capital Partners as a firm specializing in life insurance premium financing. As a thought leader within the industry, he provides high level guidance to clients and their advisors in the purchase and funding of large life insurance policies. 

Kyle lends his time as a speaker and presenter at conferences, webinars and client educational events. Together with his business partner, Les Rosenblatt, he has created The Leveraged Distribution Strategy and The Leveraged Legacy Strategy to implement unique planning solutions for wealthy families and business owners across the country. 

Kyle graduated from the University of Mississippi in 2004 with a Bachelor of Business Administration. His concentration of study included majors in Managerial Finance with an emphasis in Investment Analysis, Insurance & Risk Management as well as a minor in Real Estate. Kyle is a Chartered Retirement Planning Counselor (CRPC), an Accredited Asset Management Specialist (AAMS) and an Accredited Wealth Management Advisor (AWMA). 

Kyle is the former President of the Rebel Club of DFW, the Dallas-Ft. Worth Alumni chapter of Ole Miss. He and his wife, Teresa, have one son. While away from the office, Kyle enjoys playing golf and taking family vacations as much as possible.

Check the background of this investment professional on FINRA's BrokerCheck

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Les Rosenblatt

Managing Partner

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Les Rosenblatt

Email: les.rosenblatt@lpl.com

As president of Tennyson Capital Partners, Les brings 25+ years of experience and leadership to the market place.  Les has dedicated himself to serving medical professionals and business owners, by providing unique planning strategies and consulting thru "life's lessons".  By specializing in income distribution planning, Les has developed a niche of professional clientele. 

Les has held leadership roles and managed registered financial advisors in the Dallas / Fort Worth Metroplex for several large financial institutions, including Allegiant Wealth Management (MassMutual), AIG/VALIC, and AXA Advisors.

Les and his wife, Barbara, live in North Texas. When not working, Les enjoys many different activities, which include spending time with his four adult children, running, fishing, and giving back to the community by staying active in various community organizations.

Check the background of this investment professional on FINRA's BrokerCheck 

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Erica Adams

VP, Advanced Case Design

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Erica Adams

Phone: 972.608.3871

Email: eadams@tennysoncapitalpartners.com

Erica joined the TCP team in 2015 and brings over 25 years of industry experience. She has unique expertise in the full spectrum of life insurance sales processes; everything from case design and structuring to new business underwriting, and implementation from both the carrier and brokerage side. More than half of her time in the industry has focused on Advanced Markets strategies, Captive Insurance structures, and a particular focus on Premium Financing.

Erica & her husband, Christopher, have two adult sons and an elementary-age daughter.  She came to Dallas from the Chicago area over 10 years ago, however now resides in and telecommutes from the Philadelphia area.  Outside of work and kid's activities, Erica enjoys doing home projects, gardening, theater, and country dancing.

 

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Brandi Ripaldi

New Business Manager

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Brandi Ripaldi

Phone: 972.930.5423

Email: Bripaldi@tennysoncapitalpartners.com

Brandi joined Tennyson Capital Partners in 2018 and brings more than 20 years of industry experience. As the New Business & Service Manager, she is the liaison between clients, advisors, and insurance carriers, making sure the lines of communication remain open.

Brandi was born and raised in Dallas, Texas. She and her partner, Steve, bonus daughter, Reagan, along with two dogs, Doreen & Bowie, live in Frisco, Texas. Brandi is a proud aunt to three beautiful nieces and six handsome nephews.  When not attending family activities and sport games, Brandi enjoys going to movies, music, cooking, and travel.

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Contact Us

Don't hesitate to get in touch with us.

Phone: 972.608.3871
Fax: 972-608-3871

Email: info@tennysoncapitalpartners.com

2600 N. Dallas Parkway, Suite 520, Frisco, TX 75034

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Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • ​10150 Meanley Drive First Floor
San Diego, CA 92131 • 800.955.2517 • 559.456.6109 FAX. Investment advisory services offered through SCF Investment Advisors Inc. SCF Securities, Inc. and Tennyson Capital Partners are not affiliated.​

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