Case Study Details


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. In looking at creating a Buy Sell arrangement, the challenge of how to maintain the company’s liquidity arose, given the high annual premium payments involved.


The firm elected to utilize an Indexed Universal life insurance policy to provide the funding necessary to maintain business continuity in the event of the either partner’s passing. A premium finance strategy was chosen as the means of funding the policy premiums with minimal impact on business cash flow.


As a result, by choosing to leverage assets to collateralize the policy, the company saved just over $6.75M in premium payments enabling them to use the savings to further their growth and simultaneously satisfy a pressing need.

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