CLOs on the Move


 
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Your CFO to Go

Founded in 1999, YourCFOtoGo has provided services ranging from daily bookkeeping to executive-level advisory and consulting to clients in various industries. Although we have grown exponentially since our inception, our commitment to excellence is now and always will be the core of our business model.

Everly

Introducing life insurance made for living. Build your financial confidence with the power of protection and tax-deferred growth. Thats living Happy Everly After. Agency services provided by Everly, LLC, AR Insurance License # 3001180536 and CA Insurance License # 6004464. For a full list of states Everly is licensed to conduct business in, please refer to everlylife.com. Everly does not transact business in the state of New York. Something big is happening here. Do you fiercely challenge the way things have always been done? Are you ready to help change the way the world sees, buys and LIVES life insurance? Are you a tech-driven, data loving, customer obsessed, creative powerhouse looking for a new challenge?  Sounds like we might be a good fit.  Check out the open positions in our job board!

Flow

At Flow, AI isnt just a feature—its the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service. We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals. In the past seven months, weve grown 250% month-over-month(!) and are forecasting even more massive growth. Were a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.

LTCG

LTCG is a leading provider of business process outsourcing for the insurance industry. The nations largest insurers rely on our unparalleled expertise to help manage their complex long-term care portfolios and maximize financial performance. We also provide clients with advanced risk management insight built upon our unique and proprietary long-term care underwriting and claims databases. LTCG has more than 1.4 million long-term care policies currently under its management, representing nearly 20% of all active policies. We serve over 50 national carriers, including every one of the top 10 insurers in the long-term care market. Our experienced management team, which has worked together for years, includes some of the most recognized and respected leaders in the long-term care industry. And our information systems have been developed specifically to support the intricacies of this unique market. To learn more, visit www.ltcg.com