Borrow Smart. Protect Big.
Fund large life insurance policies while keeping your cash working.
Bank-Funded Premiums
Use a lender to fund large insurance contributions.
Build Cash Value
Policy grows tax-advantaged while delivering financial leverage.
Preserve Your Capital
Keep your money invested in business, real estate, and markets.
Flexible Exit Options
Loan repaid using cash value, assets, or estate planning strategies.
BOOK YOUR APPOINTMENT
Get started on protecting your future—schedule your life insurance meeting today.
See If Premium Financing Fits You
Premium financing allows qualified clients to use a lender to pay the premiums on a large permanent life insurance policy, such as Whole Life or Indexed Universal Life. Instead of paying out of pocket, the policy’s cash value and other assets support the loan over time.
This strategy helps you maintain liquidity and keep your capital deployed elsewhere. Business owners, professionals, and investors often use premium financing to avoid tying up funds needed for growth, real estate, or investment opportunities.
As the policy grows, cash value may help repay the loan while still providing life insurance protection and legacy benefits. It’s a powerful option for clients who meet income and asset requirements and want to maximize long-term financial leverage.
See If Premium Financing Fits You
Discover whether leveraging a lender aligns with your financial goals and long-term planning strategy.
