One lump sum. Ongoing premiums—handled. Your policy, fully funded on schedule. You focus on life.

15‑minute fit callHow it works

Note: Insurance carriers don’t accept a single lifetime premium (except in certain charitable contexts). One‑and‑Done uses a single investment that we manage and transfer annually to your policy.

At‑a‑glance
  • Fund once with a lump sum
  • Portfolio managed with leading global money managers
  • Automatic annual premium transfers
  • You own the policy—always

How it works

Designed for high‑net‑worth families and business owners who prefer to fund once. We manage the capital and automate your annual premiums.

1. Lump Sum
(You fund once)
2. Manage Potfolio (Springrocc oversees)
3. Annula Premium Transfer (Automatic)
4. Insurance Policy
(You own it)
Initial funding

You provide a single lump sum unto a managed account.

Professional oversight

Capital is allocated with top-tier global money managers for stability and discipline.

Premium scheduling

Each year we transfer the planned premium to the policy you own.

Visibility

Consolidated reporting shows market performance and policy funding progress.

Who it's for

Families

Estate‑minded households seeking tax‑aware funding without annual admin.

Business owners

Corporations coordinating retained‑earnings deployment with policy funding.

Family offices

Delegation‑first operators who want institutional‑grade oversight.

Why One‑and‑Done with Springrocc

  • Work with leading global money managers for stability and discipline
  • Purpose‑built for clients who prefer to fund once and be finished
  • Seamless coordination between investment account and insurance policy
  • Clear reporting and a single point of contact
What’s not included
  • We don’t provide legal or tax advice on this page.
  • This is not a solicitation to buy or sell specific securities or insurance products.
  • Product availability and suitability depend on individual circumstances and jurisdiction.

Quick answers

Can I pay my entire policy in one cheque?

Carriers generally don’t accept a single lifetime premium, other than certain charitable contexts. One‑and‑Done solves this with annual transfers from a single investment.

Do I own the insurance policy?

Yes. The policy is yours. The investment account funds the premiums on schedule.

Who manages the capital?

Springrocc partners with top money managers globally; allocations are built for stability and discipline.

How much do I need?

This program suits high‑net‑worth families and business owners with significant capital earmarked for long‑term planning.

Ready to be done?

Book a brief call to see if One‑and‑Done fits your objectives and jurisdiction.