Business Details
32 Years
experience
Your Trusted Partner for Insurance Solutions in Houston, TX
With decades of experience, our team works alongside high-net-worth individuals, financial advisors, and business owners to craft tailored solutions that protect wealth, ensure continuity, and provide lasting peace of mind. At Treyled, we simplify complexity so you can plan with confidence. Our independent approach allows us to tailor every strategy to your unique needs, leveraging deep carrier relationships and industry expertise. Founded in 1994, we have evolved into a trusted name in life insurance solutions, recognized for our innovative strategies and commitment to excellence.Our leadership team brings over 60 years of combined experience, ensuring clients receive guidance that aligns with their financial goals and legacy planning. We specialize in estate tax planning, key person insurance, wealth transfer strategies, and loan indemnification, serving individuals, families, and businesses nationwide. Our mission is to empower clients to navigate the evolving insurance landscape with confidence, delivering clarity, confidence, and peace of mind for whatever the future holds.
Services
Estate Tax Planning
Key Person Insurance
Wealth Transfer Strategies
Loan Indemnification
Life Settlements
Executive Benefits
Buy-Sell Coverage
Policy Audits
Private Equity Insurance
Legacy Planning
Details
- Year established: 1994
Highlights and features
- We offer over 40 years of combined experience in the insurance industry.
- Our team specializes in complex underwriting and institutional partnerships.
- We provide tailored solutions for high-net-worth and ultra-high-net-worth clients.
- Recognized as a top writer of key-man life insurance in the U.S.
- Our leadership team includes industry award recipients and advisory board members.
Services
Estate Tax Planning
Estate tax planning organizes assets to minimize liabilities and avoid probate, using life insurance to provide liquidity for taxes and debt settlement. This ensures seamless wealth transfer while preserving estate integrity. Our strategies optimize long-term preservation for beneficiaries.
Key Person Insurance
Key person insurance safeguards businesses against the loss of pivotal executives, providing liquidity to maintain continuity and attract replacements. Policies held by companies ensure stability during transitions, protecting portfolio investments and stakeholder interests.
Wealth Transfer Strategies
Wealth transfer strategies use life insurance to efficiently pass assets to beneficiaries, ensuring liquidity and financial stability for heirs. These methods preserve family legacies and facilitate smooth intergenerational wealth transitions.
Loan Indemnification
Loan indemnification through life insurance guarantees repayment if a borrower passes away, securing debt without burdening estates. This provides lenders with assurance and borrowers with peace of mind, ensuring financial obligations are met.
Life Settlements
Life settlements allow policyholders to sell policies for lump sums, offering financial flexibility. Sellers receive immediate capital while buyers gain investment opportunities, with policies managed until maturity.
People
Daniel Zeplain
President
Daniel Zeplain brings nearly 20 years of insurance experience, specializing in life insurance and settlements. As a Managing Partner, he focuses on innovative solutions and has received industry accolades, including Lincoln Financial's Agent of the Year.
Larry M. Kachler
CEO
Larry Kachler has over 47 years in insurance, specializing in employee benefits and life insurance. As CEO and Managing Partner, he leverages extensive executive leadership experience to guide strategic growth and client service excellence.
Questions
What services does Treyled Insurance offer?
We specialize in estate tax planning, key person insurance, wealth transfer strategies, loan indemnification, and life settlements tailored to high-net-worth clients.
Who do Treyled Insurance serve?
We serve individuals, families, financial advisors, private equity firms, and business owners seeking strategic life insurance solutions.
How does key person insurance benefit businesses?
It provides liquidity to mitigate disruptions from losing a critical executive, ensuring business continuity and stakeholder protection.
What is a life settlement?
A life settlement allows policyholders to sell their policy for a lump sum, offering financial flexibility while transferring premium responsibility to the buyer.
How can Treyled help with estate planning?
We use life insurance to ensure seamless wealth transfer, minimize tax liabilities, and preserve estate integrity for future generations.
