Our approach brings a full-service partnership to the life insurance lending industry.
​
We commit 100% of our team’s intellectual capital to every transaction to ensure the best outcomes for our partners.
​
Not only do we team up with advisors for the long-term, but we also do our utmost to set up their clients for long-term success.

Jason Montgomery is the Founder and CEO of Leverage Capital Partners, a premium finance company that helps some of the largest privately held businesses, athletes, and executives with legacy planning.  

 

Jason has used his decades of experience in finance to help clients navigate the complexities of wealth, tax, and income planning.  He and his team use a unique model of financing for large life insurance policies by utilizing the client's assets with little or no out-of-pocket cost. His network allows clients to have access to the best financing solutions and estate planning attorneys in the country.

 

Jason and his four children Abraham, Avery, Ethan, and, Juliana live in Estero FL.  

Skyler Wanberg is an entrepreneurial operator with over 15 years of experience building and scaling companies across finance, healthcare, SaaS, e-commerce, and automotive. Over his career, he has launched multiple ventures, raised more than $200 million in capital, and helped drive growth strategies that consistently delivered strong results for investors and stakeholders.

 

At Leverage Capital Partners, Skyler focuses on helping families, entrepreneurs, and business owners secure multi-million-dollar life insurance and legacy planning strategies through the firm’s premium funding solutions. His specialty is making complex financial structures simple, and his passion is solving the kinds of problems most people think can’t be solved.

 

Based in Naples, Florida, Skyler brings both credibility and a personal touch to his work. “On paper, I’ve built and exited multiple companies,” he says, “but in real life, I’m still trying to remember all of my passwords.” This mix of professional expertise and down-to-earth perspective makes him a trusted partner for clients and advisors alike.