As you have seen, there are a variety of reasons why high net worth and ultra-high net worth individuals consider incorporating life insurance financing as part of their wealth management strategy. Presented below are several case studies that describe different scenarios in which premium financing is utilized.

Charitable Legacy

A 56-year-old with a net worth of $80M wanted to continue donating $2M annually to charities and provide them with substantially more funds after he passes…

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Offsetting Estate Taxes

A successful business owner recently sold his business and after meeting with his estate planning attorney it was determined that his projected estate tax liability at age 85…

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Big Buy-Sell Premiums

A real estate development company was comprised of three principal partners with equal equity stakes. All three partners were in the 50-55 age range…

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An Estate Tax Solution

A 66-year-old client was a 50% shareholder in a real estate management company that owned just over 900 apartment units…

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Ensuring Long-Term Liquidity

A retired CFO of a large, U.S.-based publicly traded pharmaceutical company had a strong desire to protect his financial legacy and preserve his family’s liquidity…

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Key-Man without Premiums

The board of a successful mid-size retail clothing chain was looking to put a $6M Key-Man policy in place for its 52-year-old CFO…

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Reaping Rewards of Success

By the age of 47, an entrepreneur had amassed a net worth of just over $30M through sound investments and one start-up home run…

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Building Retirement Cash Flow

A 53-year-old investment banker owned 25% of the business in which he was principal partner…

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Alleviating Estate’s Tax Burden

A 60-year-old widow with a gross estate of just over $47M cared deeply about several charitable organizations and wanted to leave as much as she could to each of them…

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Increasing Coverage Affordably

A 55-year-old business owner had an existing $10M Universal Life Insurance policy and had been paying the premiums for six years…

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Building Retirement Income

A successful orthopedic surgeon was looking for alternatives to his existing “Qualified” retirement portfolio…

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A Buy-Sell Win-Win

A research company with two principle partners ages 43 and 46 wanted to insure its stability in the event of either individual’s untimely death…

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Key-Person Protection for the Firm

A large investment management firm with approximately $17B in AUM had a 50-year-old CIO who was vital to its ongoing success as he managed the most successful fund within their portfolio…

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