Case Study Details

CHALLENGE:

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.

SOLUTION:

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.

RESULTS:

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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