Business Details
32 Years
experience
Your Trusted Partner for Life Insurance Solutions in Houston
Treyled Insurance has been a trusted leader in the life insurance industry since 1994, delivering tailored solutions that protect wealth, ensure business continuity, and secure lasting legacies. Our team combines decades of experience with deep carrier relationships to craft strategic insurance solutions for high-net-worth individuals, financial advisors, and private equity firms. We specialize in complex underwriting, institutional partnerships, and innovative distribution frameworks that address evolving client needs. With a focus on trust, innovation, and client-centric service, we empower clients to navigate financial complexities with confidence. Our expertise in executive benefits, estate tax planning, and key person insurance has established us as one of the largest writers of private equity-focused life insurance in the U.S.We maintain strong advisory roles with leading carriers and continue to set industry standards through our commitment to excellence. Our leadership team brings over 60 years of combined experience, ensuring clients receive unparalleled insight and service tailored to their unique circumstances.
Services
Estate Tax Planning
Key Person Insurance
Wealth Transfer Strategies
Loan Indemnification
Life Settlements
Policy Audits and Reviews
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of combined leadership experience in complex life insurance solutions
- Our non-traditional distribution framework serves institutional partners nationwide
- We specialize in private equity-focused key-man life insurance programs
- Our team holds advisory roles with major carriers like Lincoln Financial
- We maintain deep carrier relationships for optimized policy values
Services
Estate Tax Planning
Our estate tax planning services strategically organize assets to minimize tax liabilities while ensuring efficient wealth transfer. We integrate life insurance solutions to provide liquidity for estate taxes and debt settlement, protecting asset integrity. This service helps clients preserve family legacies and facilitate seamless intergenerational wealth transitions through customized insurance frameworks.
Key Person Insurance
Key person insurance protects businesses against financial loss from losing critical executives. We design policies that ensure business continuity by providing liquidity to attract replacements and maintain operations. This service safeguards portfolio investments for private equity firms and ensures stable transitions during leadership changes through tailored life insurance solutions.
Wealth Transfer Strategies
Our wealth transfer strategies use life insurance to efficiently pass assets to beneficiaries while maintaining liquidity. These solutions protect estate value and provide financial stability for heirs. We help clients preserve family legacies through structured insurance programs that facilitate smooth asset transitions across generations without probate complications.
Loan Indemnification
Loan indemnification through life insurance guarantees repayment if borrowers pass away. We structure policies to cover debt obligations without burdening estates. This service provides security for lenders and peace of mind for borrowers by ensuring loan terms are met through designated death benefits that protect both parties' interests.
Life Settlements
Life settlements allow policyholders to sell their policies for lump sums exceeding cash surrender values. We facilitate transactions that provide immediate capital while transferring premium responsibilities to buyers. This service offers financial flexibility for seniors and investment opportunities through structured life insurance policy transfers with transparent valuation processes.
People
Daniel Zeplain
President
Daniel Zeplain brings 20+ years of insurance expertise, founding Treyled Life Settlements and qualifying for Top of the Table honors. He leads strategic initiatives and maintains advisory roles with major carriers while managing daily operations.
Larry M. Kachler
CEO
Larry Kachler offers 47 years of industry experience, previously serving as Regional CEO for USI Southwest. He specializes in employee benefits and life insurance markets, leading Treyled's executive team with deep institutional knowledge.
Questions
What estate tax planning services do you offer?
We create customized insurance solutions to minimize tax liabilities and ensure efficient wealth transfer while maintaining asset liquidity for estate settlement needs.
How does key person insurance protect businesses?
Our key person insurance provides liquidity to replace critical executives and maintain business continuity during leadership transitions through strategic life insurance policies.
Can you help with wealth transfer strategies?
Yes, we design life insurance-based strategies to protect and transfer wealth across generations while minimizing probate complications and preserving family legacies.
Do you work with private equity firms?
We specialize in private equity-focused key-man insurance programs, currently serving as one of the largest writers in this specialized market segment.
What is loan indemnification insurance?
This service uses life insurance policies to guarantee loan repayment upon borrower death, protecting both lenders' interests and borrowers' estates from financial burden.
How do life settlements work?
We facilitate selling life insurance policies for lump sums higher than cash value, providing immediate capital while transferring premium responsibilities to qualified buyers.
