Reduce
net out-of-pocket costs associated with paying
premiums.
An innovative way to fund
life insurance with high premium
requirements.
Benefits of Premium Finance:
Free up business or personal capital for more efficient use
Leverage available assets to provide needed coverage
Manage estate with minimum out-of-pocket expense
Potential to reduce gift taxes
Take control of insurance capacity
Typical
Premium Finance Candidate:
$5,000,000+ in coverage
$100,000+ in annual premium
70+ in age
Different premium financing strategies available to meet
your needs.
(Click the chart below to
enlarge)
First Financial Resources has access
to premium financing to enable individuals to acquire life insurance
for estate planning purposes and to allow time for them to establish
more permanent funding arrangements. First Financial Resources is not
a financing entity and does not profit from financing or loans. The
transaction summarized involves tax issues and is suitable only for
sophisticated financial counterparties. These pages and materials
are intended for Financial Advisors only. All parties should consult
with their own legal, tax and financial advisors before entering
into any specific transaction or agreement. Nothing in this material
constitutes investment, legal, accounting or tax advice, or a
representation that any transaction or arrangement is suitable to
any individual's circumstances. Not available in all States.
