Premium Finance Planning

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In simple terms, premium finance uses bank capital to fund permanent life insurance - allowing qualified individuals to preserve liquidity while pursuing long-term planning goals. 

Just as banks commonly provide financing for real estate or business assets, similar lending structures may be available to support insurance-based planning when appropriate. 

This strategy is typically considered by: 

• Business owners
• Professional practice owners
• High-net-worth individuals with strong, consistent income
• Those with a long-term planning horizon

When properly structured, premium finance may help:

• Reduce taxes during peak earning years
• Preserve liquidity
• Create potential tax-advantaged income
• Use bank capital thoughtfully within a broader strategy

We work alongside your CPA, attorney and trusted advisors to ensure full coordination - no conflicts, no gaps and no missed opportunities. 

Request Your Advanced Markets Strategy Review Today! No financial statements, No pressure and No obligation.