Do you have a net worth of $10M+, liquidity of $2M+, and $500k in annual income? If so – you need to know about this tool. Premium-financed life insurance can be a powerful planning strategy—but only when implemented thoughtfully and for the right reasons. This in-person discussion is for families evaluating advanced estate, liquidity, or philanthropic planning solutions.
We’ll cover:
- When premium finance makes sense—and when it doesn’t
- Risk factors, capital requirements, and structural safeguards
- How these strategies integrate with broader estate and tax planning
- Real-world considerations we evaluate before recommending a solution
This is a grounded, educational session—no sales pitch, just clarity.
