Our Mission
Innovative, enterprising and proactive, Lynch & Associates is constantly repositioning to remain on the cutting edge of financial strategies and solution-oriented services. For more than two decades, we have been singularly focused on delivering optimal bank-owned and corporate-owned life insurance and investment solutions based on the principles of accuracy, transparency and value-added insight.
Now, with more than $21 billion in assets under management, we build long-term, personal relationships with each client, providing guidance and analytics while demystifying regulatory requirements and tax law complexities. Our clients are confident putting their faith in us. And we work tirelessly to ensure that faith is always rewarded.
Our Story
During the 1980s, William J. (Bill) Lynch III, founder of Lynch & Associates, began charting the course for an innovative venture - a business-owned life insurance consultation service that reduced product price, better explained client options and pried open the “black box” of secrecy surrounding the true cost of the policies.
After a decade of entering into a number of strategic mergers and alliances, Bill began operating independently as Lynch & Associates in 2006. Since 2006, Lynch & Associates has enhanced its reputation by assisting clients through extremely tumultuous financial times and modified its systems and services to adapt and evolve to the ever changing market. During this period, Lynch & Associates has grown and been awarded more than $5 billion in incremental assets under management due to the strength of its team, its tireless attention to detail and technical nuances, innovative solutions and consistent value added service delivery. The company has evolved in the BOLI arena, with accuracy, transparency and value-added insight as its guiding principles.
