This easy-to-read guide provides a summary of life insurance premium financing offering an overview of the structure of a “typical” premium financing arrangement, a brief look at risk management and a glance at options for loan collateral.
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Funding for High Net Worth Individuals
Mrs. Collins had an estate valued above $50 million. She was looking for a way to bequest $10 million to each of her three children with the balance going into a charitable trust.
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Insuring a Smooth Buy-Sell Transition
Mr. Coles needed an exit strategy when the time came to sell his company. Implementing a buy-sell plan was the clear solution, but a funding source was still in question.
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