Premium Financing
Optimizing over the life of the policy.
Premium Financing is less about the upfront economics and the initial deal. It’s more about the ongoing service and optimizing policy performance and financing post issue. We partner with a network of leading premium financing experts that will optimize your client’s performance and experience over the life of the policy.
Optimizing over the life of the policy.
Premium Financing is less about the upfront economics and the initial deal. It’s more about the ongoing service and optimizing policy performance and financing post issue. We partner with a network of leading premium financing experts that will optimize your client’s performance and experience over the life of the policy.
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Premium Financing Client Profile
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How It Works
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Your success is our priority
Life Settlement Case Study
 Coverage No Longer Needed for Original Purposes Client and Opportunity Two Males – Ages 70 & 61. Business owner partners Health has declined since issued Standard, 5 years prior Purpose was Split Dollar to fund the Buy-Sell Obligation Business was sold, and Split Dollar Agreement dissolved No longer needed coverage for Buy-Sell Obligation Had […]
Policy Review Case Study
 Policy Review for Increased Dividends Client and Opportunity Male Age 40 Good Health Would like to stop paying premiums at age 65 Concerned with decreasing dividends since initial purchase of whole life policy Does not need cash value – looking to maximize death benefit to include lifetime guarantees Current Policy: Participating Whole Life Death […]
Annuity Rescue Case Study
 Leveraging Annuity Income Benefits For Legacy Overview Client: Barbara, female, age 68 $482K nonqualified variable annuity with an income value of $501,490, and 3.40% annual fees Current income @ 5% w/d rate = $25,075 The Challenge Barbara purchased a variable annuity nearly 10 years ago and no longer needs the income as her priorities […]
