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Premium Financing

Premium Finance

Life Insurance may provide a liquidity solution to help the families and estates fairly divide assets and pay for future tax and business liabilities. For some clients paying the premiums may not the best use of their funds.

Wealthy clients may be very good at developing a business or high return on their investments. For these clients, borrowing the funds may make sense if they expect their assets/investments to continue generating positive arbitrage over the loan interest rate.

Not everyone is a suitable candidate for premium finance or permanent life insurance. The following charts and financial summary offer a glimpse into what a premium financed transaction looks like. Results are not guaranteed.

Life Insurance / Audit Review
Private Placement Life Insurance
Captive Insurance
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