For licensed life and annuity professionals
Build clarity.Open better doors.
The Life Equity Group is a free education and professional-access network helping life and annuity agents navigate sophisticated planning categories and connect with trusted independent specialists.
Clarity before complexity
A stronger network starts with better questions.
We help professionals understand where specialized planning categories may fit, which limitations matter, and when an independent licensed or registered specialist should lead the conversation.
Life settlements
Category education and access to independent licensed life-settlement professionals.
Private markets
General education and introductions to appropriately registered specialists and sponsors.
Tax-aware planning
Educational context around opportunity zones and related strategies, with tax advice reserved for qualified professionals.
Family-office relationships
Connections to independent family offices, RIAs, and other specialists when the relationship is appropriate.
The Life Equity method
Learn. Connect. Collaborate.
A deliberately simple path keeps education separate from regulated advice and gives every specialist a clearly defined role.
Understand
Build a clearer view of each category, its limitations and the questions worth asking.
Match
Request an introduction to an independent specialist whose licensing and role fit the need.
Execute
The licensed or registered partner owns advice, suitability, documentation and any transaction.
Founded by Ken Morris
A legacy worth carrying forward.
“Technology can widen access. Trust still has to be earned.”
The Life Equity Group grew through trusted relationships and personal service. Andrew Morris is carrying that legacy forward with an education-first model, modern technology and a commitment to helping professionals serve people more clearly.
Read the Morris storyThe long view
AI-orchestrated.
Human-led.
Life Equity is being built toward a more coordinated financial ecosystem for athletes, entrepreneurs and families—where technology helps people understand and organize, while qualified independent professionals remain responsible for regulated work.
This is a long-term vision, not a current advisory, brokerage, robo-advisory or asset-management offering.
accountability
For independent advisors and family offices
Opportunity-zone education.
Better-defined specialist roles.
Life Equity helps financial professionals understand the questions, risks, timing considerations, and independent roles involved before any sponsor or offering enters the conversation.
Start with the practice
We learn how your firm serves clients, where your current partner bench is strong, and which categories need clearer education.
Separate education from advice
Life Equity provides general category education. Qualified tax, legal, investment, and offering professionals remain responsible for their work.
Independent resource
Alternative Wealth Partners
When the professional context fits and an advisor requests it, Life Equity can facilitate a consent-based introduction to Alternative Wealth Partners for its own educational and eligibility process.
Visit AWPA conversation, not a pitch
What does your practice want to solve next?
The Life Equity Group provides general education and professional introductions only. This page is not an offer, solicitation, recommendation, tax advice, or investment advice. Alternative Wealth Partners is independent and is responsible for its own communications, verification, documents, services, and any offering. Eligibility does not establish suitability. Life Equity currently receives no compensation from Alternative Wealth Partners for an educational introduction.
Invitation-only foundation
Bring better resources to the conversation.
Membership is free for qualified life and annuity professionals. Tell us about your practice and the professionals you serve.
The Life Equity Group provides general education and professional introductions only. It does not provide investment, tax, legal, insurance, or life-settlement advice; recommend or sell securities or policies; determine suitability; verify investor status; hold client assets; or execute transactions. Any advice, offering, or transaction is handled solely by the appropriately licensed or registered independent professional. Some partners may pay Life Equity a fixed marketing, brand-placement, sponsorship, or educational-program fee. Any such relationship will be disclosed clearly near the related partner description. Fees are not based on leads, introductions, purchases, transactions, investment size, assets under management, policy value, premium, performance, or results. Partners are independent, and inclusion is not a recommendation, endorsement of suitability, or guarantee.