Bonsai Exchange
Risk Solutions to Secure Determined Outcomes for Your Client
Bonsai introduces a new paradigm to building client relationships through our comprehensive personal asset liability management approach. In order to protect assets that fund current and future liabilities, we offer advisors carefully selected risk solutions through our marketplace such as, annuities, life insurance, long-term care, disability, Medicare supplement, and emergency travel assistance.
Annuities & Life Insurance
Bonsai offers carefully vetted annuities and life insurance solutions to provide protection for wealth accumulation, guaranteed income, early death, and legacy planning.
Long-Term Care, Medicare Supplement & Disability
Bonsai offers carefully vetted long-term care, Medicare supplement, and disability solutions to provide protection for the high cost of extended care, unforeseen healthcare expenses, and unexpected illness or injury.
Emergency Travel Assistance
Bonsai provides a year round travel assistance membership offering a comprehensive suite of services worldwide in the event of a medical crisis when traveling away from home.
Explore our other Pillars
MyBonsai
Our proprietary predictive financial planning software empowers advisors to hyper-personalize the wealth planning experience and significantly enhance client outcomes with a scenario-based personal asset liability management methodology.
Bonsai Investment Management
Our uniquely differentiated, fully integrated wealth management platform that delivers custom public-private model portfolios, market strategy and valuable insights to advisors and their clients.
Bonsai Institute
Our prescriptive practice management identifies proven opportunities for advisors to unlock their maximum potential, creating step-by-step road-maps that automatically put checkpoints in place to keep advisors focused on their success, both IN and ON their business.