Estate Planning    Wealth Accumulation    Premium Financing     Foreign Nationals    Life Settlements     Defined Benefits

This Program Is Not For Everyone

Charitable Giving        Leveraged Life Insurance

However, it can work for you if you meet the following criteria:

  1. You must have a minimum verifiable net worth of $10 million USD and/or an annual income of $500,000 USD.
  2. You must be in good enough health to qualify for a life insurance policy.
  3. You are required to pledge assets as collateral, until the policy’s cash value exceeds the then loan balance.