World Wealth Preservation
Our innovative wealth management strategies are for individuals and families determined to improve their financial status to not only survive, but to thrive in the challenging economic climate

About

Diligent. Industrious. Strategic.

Overview

Our process starts with helping to determine goals and objectives. It’s essential to enhance affluent clients’ estate and legacy planning. In the right situations, its impact cannot be replicated. Life insurance is often the most financially efficient funding method available. We specialize in all aspects of wealth preservation, wealth transfer, business succession, executive compensation, asset protection, and charitable gift planning. WWP offers a diverse selection of insurance products to meet our client’s needs. For Qualified and Accredited investors, we are uniquely positioned to offer private placement life insurance products.

High net-worth individuals traditionally need more insurance for:

  • Wealth Transfer

  • Family Trusts

  • Legacy Planning

  • Strategic Business Planning

  • Key Person Insurance

  • Buy-Sell Insurance


We utilize face-to-face meetings to discern the financial goals and objectives of clients. Pros and cons are given equal consideration. We collectively examine all opportunities and assess consequences. We conduct ourselves with the highest levels of integrity, operating upon ethical guidelines with our client’s best interest in mind. World Wealth Preservation focuses on maintaining a positive relationship with the client. Our goal is to find the best possible product for clients so they can achieve their goals to secure the financial future of their family or business.

 
 

Personnel

 
 

Founder

Elizabeth Ann Keenan

Elizabeth consults with RIAs, family offices, and high-net-worth and ultra-high-net-worth individuals and families regarding implementing wealth transfer private placement life and annuity strategies. Elizabeth has a broad understanding of investment strategies using both independent separately managed accounts and insurance-dedicated funds. Former Division Manager of Deutsche Bank, she has over 25 years of experience working in the areas of financial services. Capitalizing on emerging trends is a specialty of hers.

Elizabeth has completed professional courses presented by Harvard, received her master’s degree from Seton Hall University, and holds a B.S. in mathematics and a B.A. in Labor Relations. She also possesses series 6, 63 and life insurance certificates.

 

Activities & Affiliations

  • Former U.S. banking representative to the National Association of Insurance Commissioners

  • Speaker at the 2017 Private Placement Products at Leaders Group annual conference

  • Presenter at the 2018 Annual Private Placement Life Insurance and Variable Annuities Forum

  • Featured in Financial Times 2018

 
 
 
 

Senior Case Manager

Gabriel Allocco

Gabriel ensures client satisfaction from inception through policy inforce while remaining accessible to clients and key intermediaries. As a seasoned senior case manager, he supports our clients’ structuring needs with the highest degree of confidentiality. Gabriel is primarily responsible for coordinating the documentation, exams, inforce processing, and record-keeping. Postgraduate courses completed in Anti-Money Laundering, Ethics, and Cyber Security.

 

Education

PACE UNIVERSITY
B.A., Sociology and Anthropology

Activities & Affiliations

  • 2018 Annual Private Placement Life Insurance and Variable Annuities Forum

 
 
 
 
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Premium Finance Strategic consultant

Hugo Tomasio, JD

Hugo provides planning and consultation in the areas of estate, business, charitable and retirement planning. He works with clients and advisors to create effective risk management and advanced planning strategies, as well as life insurance product designs. Hugo previously headed Specialty Markets for AXA US, managing premium finance and global client markets. He is fluent in Spanish and is involved in charitable work in Fairfield County, CT. Hugo graduated from Villanova University, where he received his Bachelor of Science in Finance, and the University of Connecticut School of Law, where he received his Juris Doctor. He is a respected industry speaker and has authored articles in Trusts & Estates, AALU’s Washington Report, and National Underwriter.

 

Activities & Affiliations

  • New York State Bar Association

  • Connecticut Bar Association

  • Connecticut Hispanic Bar Association

  • Society of Financial Service Professionals

  • Estate Planning Council of Lower Fairfield County

Bar Admissions

  • New York, Connecticut