Premium Finance

Premium financing is a tool for high net worth individuals who are looking for a more efficient way to transfer their wealth to future generations.  Whether for estate planning, business succession planning or part of a wealth accumulation or preservation strategy, clients often have sound reasons to avoid liquidating assets in order to fund life insurance premium.  Premium financing enables your client to maintain control and use over assets that otherwise would have been liquidated to pay premiums.  We can help construct, service, and facilitate the proper premium financing structure for your client.