No, there is not any other company doing exactly what we do.
The legacy product in the life insurance world is known as “premium financing” which has been around for decades, but for a wider range of clients instead of just high dollar individuals. Others who are using a similar strategy use IUL policies but we use Whole Life Insurance and Index Universal Life which allows us to provide a more stable/secure investment vehicle.
Another element that sets us apart from others who may have similar approaches is that we customize your plan and make adjustments over the years as needed.
Our knowledge of finance, insurance, and interest rates combined with our status as a broker, enable us to create the best policy for you.