Life insurance premium financing has been a valuable financial planning tool utilized by the High Net Worth community for more than 30 years. When deployed as an advanced strategy for achieving complex wealth management goals, third-party premium financing can be astonishingly effective



* Clients who meet specific financial criteria can access a proprietary, patented funding program.

Estate Planning

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Providing tax free dollars outside of the estate to fund future tax liabilities without interrupting current investment and cash flow interests. 

Buy Sell ~ Key Person

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 Providing tax free dollars to fund new & existing Buy Sell & Key Person arrangements while providing minimal interruption to business cash flow. 

Charitable Giving

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A powerful means to leverage and enhance assets earmarked for philanthropic interests. 


“An ingenious way to make a heroic gift” 

Estate Equalization

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Particularly useful for business owners looking to achieve generational balance when passing on the family business or other non liquid assets. 

Supplement Retirement

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Smart leverage to generate future tax favored supplemental retirement income. 

Wealth Transfer

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Using life insurance for wealth transfer is one of the most efficient methods.  Life policies immediately create a fully valued tax-free asset upon first premium receipt. 

If you would like to take a deeper dive into the components of premium financing and premium finance case design, contact us to arrange an in depth discussion.