Tax strategies using a premium financing component gives individuals a way to finance life insurance premiums to cover future estate taxes and for estate planning, by allowing the client to pledge collateral instead of paying premiums with after-tax dollars.
A unique tax-free Estate Planning Design allows a Trust or Family Office to retain liquidity and assets for other investments.
A No Collateral Design is Available. See Plan One and Plan Two.
This Estate Planning Strategy and Estate Preservation Platform allows clients to not have to disrupt working assets, to have more liquidity and cash flow, keep control and grow their assets, and potentially leave more for future generation. We can also work with a CPA or attorney of your choosing.
Providing collateral for a premium financed low-interest bank loan is often more economically efficient and/or more desirable than writing a check. See Plan Three.
A No Collateral Design is also available. See Plan One and Plan Two.
Capital optimization from long term investment earnings are typically more than the cost of bank borrowing.