Case Study Details


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. He also wanted to ensure that his estate had significant value for his heirs.


To address his current and future goals without disrupting the growth of his investment portfolio, his estate planner recommended taking out a $20M life insurance policy and funding it with premium financing.


The individual is now 63. His policy is performing well, has a cash value of $12.5M and is in great shape to help retire the loan on time or possibly earlier. He has continued to donate to charities each year. Upon his passing, the policy will provide death benefit proceeds to named charities and ultimately allow those organizations to receive an extra $20M due to premium financing.

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