A Letter from our CEO: 1 Month as Axcelus Financial

To our trusted clients, partners, industry friends and the Axcelus Financial team,

As we reflect on the month since we officially became Axcelus Financial, I am filled with immense pride and gratitude.

The journey we embarked on with the rebrand was not merely about changing our name or logo; it was and is about reaffirming our commitment to our clients, values, mission, and future vision. It means entering a new era of growth, innovation, and service excellence.

I am thrilled to see how all of you have embraced our new identity with enthusiasm. Internally, from our frontline advisors to our support staff, everyone has played a pivotal role in ensuring a smooth transition and in upholding the high standards of excellence that define our company. And to our clients and partners, we look forward to continued collaboration as we focus on new ways to meet your needs, from products to how we work together.

As we look ahead, I am filled with optimism for Axcelus Financial. With this milestone as a catalyst for evolution, I am excited about what’s next and will be working with our entire team to ensure we continue to exceed expectations.

In closing, I want to express my gratitude to all of you for your dedication, passion, and commitment to our shared vision. Together, we will continue to build a brighter, more prosperous future.

Thank you for being an integral part of the Axcelus journey.

Warm regards,

Michael Farrell

 

About Axcelus Financial

With over $13 billion of assets under administration as of December 31, 2023, Axcelus Financial is a leading provider of private placement life insurance and annuities to individuals and institutions. The company employs over 100 people at offices in Philadelphia, New York, Bermuda, and Miami.

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