No. Premium financing relies on outside assets acting as collateral and a bank loaning you your premium payments against that collateral to make your annual policy payments from day 1. While our clients may use financing if, when and as wanted, our strategy is not dependent on financing. There are major differences in flexibility, safety, taxation and performance when comparing to premium financing.
Financial Solutions to Help Meet Your Needs
Our team is standing by to put decades of experience to work for you.
Tax-free passive retirement income.
- Dedicated financial team, including a licensed insurance agent
- World-class service
- Proven track record of success
- Free consultation
Proven financial solutions for financial pros.
- Help extend your financial offerings
- Help maximize client outcomes
- On call professional support
- On going service managed for you
- Dedicated internal team, including a licensed insurance agent
Grow your cash reserves risk-free.
- Checkbook access to investment
- Helps reduce volatility
- Dedicated internal team
- Helps reduce tax burden