Great News! We've Found a Good Strategy for You.| Some Good Strategies for You.
Based on what you told us we think the below NIW strategy would be a great option for you. The next step is to set up a time to speak to a licenced professional to learn more.
Why Life Strategies
Life Strategies gives individuals a way to finance life insurance premiums. Covering future estate taxes by allowing the client to pledge collateral instead of paying. Life Strategies can also be used for succession planning, buy-sell agreements, and key-man applications.
Value Provided
- Keep control of your assets, assets can grow with minimal opportunity cost.
- Reduce or eliminates gift taxes.
- Significantly more effective than paying premiums.
- Stress tested against the harshest economic conditions.
Required Qualifications
- Your net worth is greater than $10M.
- You are below the age of 70.
- You are in good health.
- You need insurance needed to cover estate tax
- You have the ability to pledge collateral