Clients with a net worth greater than $10m that need estate planning.
PASS WEALTH TO MY HEIRS
Premium Finance: Most people like the idea of life insurance, but hate paying for it. Premium Finance utilizes leverage leaving your assets undisturbed.
Premium Financing gives individuals a way to finance life insurance premiums. Covering future estate taxes by allowing the client to pledge collateral instead of paying. Premium Financing can also be used for succession planning, buy-sell agreements, and key-man applications.
- Keep control of your assets, assets can grow with minimal opportunity cost.
- Reduce or eliminates gift taxes.
- Significantly more effective than paying premiums.
- Stress tested against the harshest economic conditions.
- Your net worth is greater than $10M.
- You are below the age of 70.
- You are in good health.
- You need insurance.
- You have the ability to pledge collateral or pay interest.