Case Study Details


A 55-year-old business owner had an existing $10M Universal Life Insurance policy and had been paying the premiums for six years. The insurance was an important part of the overall business plan; however maintaining the ongoing premiums were becoming a challenge.


After reviewing the existing policy, it was determined that the business would benefit by replacing the current $10M policy, processing a 1035 exchange of the existing cash value into a new policy, and structuring a premium financing program to address the premiums for the new policy.


The business owner was able to maintain the desired death benefit via the new policy utilizing a custom premium finance program. This also enabled the business owner to redirect a portion of the premiums he was paying for the previous policy back into the business.

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