Purpose-Built Strategies for
What's at Stake
Every client is different. Tarish Financial brings together advanced life insurance planning across five core disciplines, each designed to work in concert with your broader financial and legal strategy.
Personal Planning
→Proven planning techniques designed to help increase assets for future generations, provide payment for taxes, create income avenues, and fund gifts to charity.
Business Planning
→Proven planning techniques tailored to meet the specific needs of business owners by efficiently funding buy-sell agreements, implementing key person insurance, coordinating retirement planning, and establishing executive benefits.
Specialized Funding
→Proven planning techniques that leverage premium structures to conserve capital and enhance funding efficiency.
Policy Optimization
→Proven planning techniques that restructure and reposition existing policies through careful analysis to meet expectations, maintain/restore performance, control risk, and achieve goals.
Exit Strategies
→Proven planning techniques that provide policy owners with choices and flexibility when a policy is no longer needed or becomes too costly to maintain.
An Institutional Edge,
Personally Delivered
We know trust isn't easy to gain and it is all too easy to lose. This is why we work hard to earn it and even harder to maintain it. We collaborate with our clients and their advisors to help ensure that our life insurance solutions enhance the bigger picture.
Our focus is on planning and purpose, rather than just product placement. When we complete a life insurance acquisition, we deliver a promise to oversee the plan we have implemented.
Leveraging deep industry relationships and sophisticated medical and financial underwriting advocacy to secure optimal terms and premium efficiency for our clients.
Dedicated ongoing policy management, annual reviews, and proactive alignment with evolving estate and tax legislation to give you absolute peace of mind.
Seamless collaboration with elite wealth managers, CPAs, and trust attorneys worldwide to integrate insurance strategies into your comprehensive wealth framework.
Experienced Life Insurance Acquisition Specialists.
Collectively, we have decades of experience and industry specific designations. While we all have different backgrounds and expertise, we are connected in our mission to deliver life insurance strategies designed exclusively for affluent families and business owners.
Raymond C. Nash
Raymond founded Tarish Financial with a vision to transform the way affluent families, business owners, and their advisors acquire life insurance, creating a transparent, open planning model that has grown into a premier life insurance firm dedicated to innovative strategies.
With 25+ years of experience spanning insurance, investments, commercial banking, private banking, and income tax planning, Raymond brings a well-rounded financial background to his clients. He earned his degrees from the University of Akron and stays current on industry trends and legislation as a member of Finseca and the Estate Planning Council.
Frequently Asked Questions
Find answers to your questions about Tarish Financial's life insurance solutions, underwriting process, and advisory services.
Unlike a traditional insurance agent tied to one or a few carriers, Tarish Financial casts a wide net across the market — soliciting dozens of underwriting offers on your behalf to secure the most competitive terms. We also have exclusive access to proprietary institutional products not available to the general public.
Our global financial advisory network connects trusted CPAs, estate attorneys, and wealth managers. This ensures your life insurance structure seamlessly integrates with your broader estate plan, tax mitigation strategies, and family legacy objectives.
We specialize in custom institutional-grade products including Private Placement Life Insurance (PPLI), Universal Life, Indexed Universal Life (IUL), Whole Life, and specialized corporate buy-sell liquidity funding structures.
We exclusively serve high-net-worth and ultra-high-net-worth individuals, business owners, family offices, and affluent executives seeking specialized underwriting and portfolio risk management.
Getting started begins with an initial confidential consultation to assess your financial objectives and existing coverage. Reach out using the 'Contact Us' button or schedule a call directly with our team.
Wealth and Legacy Insights from our Team
More ArticlesTarish Financial operates on a different model.
As part of an independent global network focused on advanced life insurance planning for high-net-worth clients, we access customized structuring, deeper underwriting collaboration, and solutions not typically available through standard retail channels.
