You apply for a multimillion-dollar life insurance policy, and when it is issued, our participating lenders pay the premiums. It’s a unique way to leverage insurance without tying up capital.
For Individuals
We bring life insurance carriers and lenders to the table, so that large policies can be put in place for retirement income and estate planning purposes. This ensures that the premiums are paid by the lender, not out of your pocket.
For the Medical Community
Most hospitals, clinics, and physician groups offer traditional retirement and benefit plans. Let us show you how we use premium financed life insurance to help you revolutionize your retirement plan. One of our key features is that there is no need for ongoing contributions, payroll deductions, and other administrative burdens.
For Employee Retention
Give your best people golden handcuffs – retain and reward your key employees, and attract the best with our corporate premium financing solution. This is a one-of-a-kind benefit your employees will not find anywhere else and is protected from market downturns. Let us show you how to provide a supplemental income plan for your employees without the need for annual contributions or payroll deductions from your employees.
For Charitable Giving
Most charitable legacies are left in the will of the donor. Our proprietary design will give your charity donations every year while you are alive so you get to see the good work they are doing. Then, at the time of your passing your charity receives an endowment from your estate.
How We Help
Unique Strategies Geared to Your Needs
Not only do we deliver financial services you probably won’t find elsewhere, we also collaborate with an expanded team and pool of professionals in many disciplines in many different states. Our strategic partnerships—with experts in the tax, insurance and legal fields—were established to help you with nearly anything financial that you may need for your business or your family, including advanced services and proprietary strategies.
Tools You Can Use
Empowering you with strategies to help you succeed
- Life Insurance Plans for Retirement Income
- Living Benefits
- Charitable Giving
- Buy/Sell Agreements
- Key Person Policies
- Private Financing
- Tax Reduction Strategies
- Estate Planning
- Employee Benefits & Retention Tools
- Business Exit Strategies
- Estate Planning for Farmers, Ranchers and Land Holders
- Strategic Partnerships That Bring Value to Your Business
- Retirement Planning
- Medicare Services
