Life Insurance PLANNING


Reasons you may be considering purchasing life insurance:


• Estate Planning
• Buy Sell Agreements | Partnerships
• Key Man Policy
• Income Replacement
• Mortgage Protection
Tax Free Retirement Income Planning
Estate Liquidity, tax free, cash distributions
We will shop through a long list of A rated or better insurance companies to secure you the best value.

Advanced Life Insurance Planning using premium financing

Our customized premium financing solutions allow for a more efficient and flexible option when purchasing a large permanent life insurance policy.

While most high net worth individuals recognize the benefits of permanent life insurance in estate, business and asset accumulation planning, purchasing a life insurance policy can require significant out-of-pocket premium payments. As with any other large financial commitment, you want to choose the most efficient and cost effective premium payment solution. Our experienced advisors can perform a comparative analysis between your customized premium financed solution against traditional cash payments to assist in your decision.

Our customized premium finance solutions can…

  • Lower your out-of-pocket payments for permanent life insurance
  • Increase the death benefit and the cash value performance of your life insurance portfolio
  • Provide additional flexibility in your insurance planning
  • Reduce the impact on your existing investments and cash flow demands
  • Beneficially restructure your existing permanent life insurance policies
  • Improve your cash flow

You may be able to finance your existing life insurance policy that allows significant advantages. If you are looking to purchase a new life insurance policy or would like an analysis of your existing policy please call our office. We can provide you with multiple options to the most cost effective ways toward paying your premiums. Click the button below to contact an advisor to get a custom discovery meeting schedule.


Do you need a term life insurance policy?

Term life insurance rates are at historical all time lows.

Even if you already have a policy in force, you may be eligible for a much more competitive policy. Our process allows us to shop every A rated insurance company in seconds and give you a list of the “Top 10 companies”.

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Complimentary CONSULTATION

Sign up for a complimentary consultation with one of our Financial Advisors and discover how we can help you.