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Utilizing leverage within your plan....

Premium Finance plans may be the perfect fit to supplement  your qualified retirement plans.

For higher income or higher net worth individuals, premium finance provides a way to significantly leverage your premium dollars.

 

In addition to the death benefit, the retained capital from not having to liquidate other assets to pay premiums can allow for additional investment opportunities thus leveraging the assets within your portfolio.

 

We work with top tier insurance companies and institutional lenders to create an plan that provides the greatest protection and potential tax advantaged retirement income.