WHO IS INVOLVED
While time tested, this is a sophisticated strategy that requires financial underwriting, medical underwriting and careful, thoughtful and conservative policy design to ensure that the policy works as illustrated. Your attorney, accountant and advisers will all be consulted as part of this arrangement.
Tax Efficient Solutions coordinates all the underwriting and policy design, reviews all legal documents, works closely with the lenders, stages the process, monitors progress and coordinates all communication between the parties. Our proprietary system, relationship with specific lenders and carriers, coupled with decades of experience working with high net worth clients ensures your comfort as we move through the process.