Premium Finance

Financing your life insurance policy creates leverage. Discover the significant value of leverage.

Premium Finance life insurance allows for greater cash growth in a policy and keep more cash

More money working you. More protection for you and your family

Building up cash in a policy is an effective way to grow leveraged dollars in a tax-free environment. Each person has a unique goal and based on your objectives we put together a strategy to achieve those goals.

WHY PREMIUM FINANCE

Financing insurance involves borrowing money from the bank that creates tremendous leverage

Traditional Premium Finance

Money is borrowed from a lender to pay the insurance premiums. Premium Finance allows for maximization strategies for tax-free income planning and death benefit. The ideal client for this high-net worth individuals.

Hybrid Premium Finance

We offer a Hybrid option for the upper middle class with little to no assets. This gives you more life insurance and tax-free growth potential with 3X the leverage than what you could buy on your own.

Business Strategies

Leveraging premium finance designs for your key employees and executive bonuses plans provides a cost effective and tax advantaged strategies to preserve capital and allow your business to invest n other assets.