Safeguard represents the insurance portion of a client’s overall portfolio. We provide the highest caliber of insurance and risk management consultation by collaborating with other financial and insurance professionals to ensure that every aspect of a client’s financial profile and exposure to risk are addressed. By partnering we are able to proactively identify, treat, and manage loss exposures, thus creating comprehensive solutions that insure every area where there is exposure to risk or loss has the correct insurance. Our expertise, market relationships, and dedicated resources around the globe will greatly benefit you.
Jason Lohe, CEO/Partner
Jason Lohe is the CEO and founder of Safeguard Financial and Insurance Services, and the current President of Sovereign Wealth Group. Mr. Lohe has a wide and well-rounded resume in the world of both Professional Sports and Finance. Jason was previously a Registered Player Financial Advisor with the National Football League Players Association. Prior to founding Safeguard Financial, Jason worked for Morgan Stanley as a Financial Advisor specializing in equity collars and has also worked for JP Morgan Chase as a Private Client Advisor and AIG Advisor Group. He holds Life, Health, Disability and Property and Casualty Insurance licenses.
Mr. Lohe has an expansive background in the sports world, working in every major sport. Including team ownership, from 2011 to 2012, Jason was the Majority Owner of a professional Arena Football League team in San Antonio, Texas, which he co-owned with William Yuan, Chairman of Safeguard Financial and Insurance Services. Jason previously worked under Michael Jordan at the Michael Jordan Flight School, he worked in the front office for the original San Jose Clash/Earthquakes, a Major League Soccer franchise, during its early years in the 1990s, and has also worked in the front office for the Oakland A’s Baseball team, and for Octagon Football Sports Agency.
Jason’s current focus remains in the sports and insurance world, and as CEO of Safeguard and President of SWG, Jason has expanded his practice to reach globally. Over the years, he has helped sports franchise owners find partners for their ownership groups, and he continues to be a conduit for deal flow in MES (Media, Entertainment, Sports). Jason currently resides in San Ramon, CA with his wife Misty, and daughters Kaitlyn and Lauren.
William Yuan, Chairman/Partner:
Bill Yuan is the Chairman of Safeguard Financial and Insurance Services. Bill is also the Chairman of Fortress Hill Group, a mixed-stage venture capital and investment holding company.
Mr. Yuan is currently the Chairman of a joint venture partnership between Fortress Holdings Group and CITIC securities in China. He began his finance career at Goldman Sachs as an investment banker in Mergers and Acquisitions, after attending Cornell University and Harvard University’s JFK School of Economics and Government as a Mason Fellow. He then served as a Senior Vice President and co-manager at Morgan Stanley with dual functions as co-head of the capital markets derivatives team, and Chairman of the Technology investment co head Management and Executive Policy Committee. Mr. Yuan then became managing director of the Corporate Institutional Services Group at Merrill Lynch Asset Management.
Bill was the Head of Merrill Lynch Asset Management Asia and Chairman of Merrill Lynch Global Asset Allocation Committee which in totality had nearly a half trillion under management. Simultaneously, Mr. Yuan was the Chief Investment Officer/ Portfolio Manager of the $1.2 Billion AmerAsian Hedge Fund domiciled in Asia with special emphasis on technology, media/entertainment, and telecom (TMT).
After attaining over 20 years of experience on Wall Street in all aspects of finance including sell side, capital markets, buy side, venture/private equity, and buy outs, Mr. Yuan has amassed excellent relations with institutional, venture capital, global private equity, and hedge funds. Along with his financial dealings, he currently focuses on Media/ Entertainment/ Sports (MES). On the sports side, he packages, structures, and funds the investment into syndicates for MLB/NBA/MLS and other professional sports teams globally.
Mr. Yuan independently advises major Chinese Institutions such as CITIC Securities and China Merchants Group. Mr. Yuan advises such institutions on viable investment and acquisition opportunities, capital structure and deployment. Post capital deployment, he assists major asset management firms manage and maintain their investments to a sizeable exit.
Mr. Yuan continuously maintains his global relationships with the top tier investment banks, private equity firms, venture capital groups, and hedge funds.
Whatever the sport and whatever the risk, we will strive to find a competitive solution for your Insurance needs.
Safeguard brings you a higher level of service and a tremendous breadth of products and expertise. We have long-term relationships globally with top life insurance companies, access to product intelligence, innovative technology and underwriting experts who know how to get things done. We negotiate the best possible offer for your specific case, and with exceptional service.
One of the most cost effective and efficient ways to purchase large amounts of life insurance is premium financed life insurance, this allows high net worth individuals to borrow funds through well-known reputable US lending institutions at favorable rates to pay life insurance premiums. Premiums normally paid for life insurance can continue to be managed in your investment accounts or left in your businesses.
A one-size-fits-all approach to risk management can leave you vulnerable. You need a partner who understands who you are, we can put our advisors to work on an exhaustive diagnostic analysis to help identify your company’s exposures, so that you are prepared for both the expected and the unexpected.
Building the perfect plan to attract high-performing, loyal employees is hard. Making sure that the plan meets legal, regulatory and other requirements is even harder, you need a program customized for you. Health coverage is the most requested benefit by employees and supplemental coverage, such as dental insurance, has become a standard expectation. Safeguard can help you customize a comprehensive and affordable group benefits package.
Safeguard can assist with a wide range of programs including:
- Medical and Prescription Drug
- Group Life
- Accidental death and dismemberment
- Long-term care
- Group travel and accident
- Voluntary benefits
- Supplemental benefits
- Executive Benefit Programs
Whether you are an individual, small business, or international conglomerate conducting business globally can be rewarding, but it also carries significant risk, our International Specialty Group is comprised of international experts dedicated solely to serving the needs of multinational clients. High-touch insurance expertise is the hallmark of proper insurance planning at Sovereign Wealth Group.
Sovereign Wealth Group’s executive team centers on objective and pertinent advice, driven by intelligent and trusted relationships:
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Safeguard Financial and Insurance Services
Bishop Ranch 3
2603 Camino Ramon, Suite 200
San Ramon, Ca 94583