Estate Planning Wealth Accumulation Premium Financing Foreign Nationals Life Settlements Defined Benefits
This Program Is Not For Everyone
However, it can work for you if you meet the following criteria:
- You must have a minimum verifiable net worth of $10 million USD and/or an annual income of $500,000 USD.
- You must be in good enough health to qualify for a life insurance policy.
- You are required to pledge assets as collateral, until the policy’s cash value exceeds the then loan balance.