Establishing Trust. Optimizing Results.
Lynch & Associates is a financial services firm specializing in bank-owned and corporate-owned life insurance. Innovative, enterprising and proactive, Lynch & Associates is constantly re-positioning itself to remain on the cutting edge of financial strategies and services. For more than two decades, we have delivered optimal bank-owned and corporate-owned life insurance and investment solutions based on the principles of accuracy, transparency and value-added insight.
Lynch & Associates is independently owned and operates with a cohesive management team that has been together for over twenty years. Lynch currently manages 85,000 policies placed with over 35 insurance carriers. These policies have $14.5 billion of assets invested with over 30 asset managers, and represent $50 billion of insurance face amount.