Life Capital Strategies
The Need
High-net-worth consumers have several different needs for life insurance such as for estate protection or future retirement income. Cash flow efficient policy funding strategies, such as premium financing, are needed to fund high-net-worth life insurance to optimize clients cash flow, financial planning, and estate planning. Premium financing enables consumers to have more estate protection, larger asset accumulation, and more secure retirements.
May 28
Cheesecake, figs, and pinot noir.
The Problem
Most advisors aren't familiar with or are too inexperienced with premium financing to be able to add it to their practice. Potential opportunities haven’t been approached and cases have been lost because agents and advisors have no direct guidance to learn and implement life insurance premium financing. It has all been up to agents and advisors to take the time away from their businesses to teach themselves the premium financing process and facilitate cases from start to finish.
May 28
Cheesecake, figs, and pinot noir.
The Solution
Life Capital Strategies works with agents, advisors, and other professionals to facilitate their high-net-worth premium financed insurance cases from start to finish. Through our Life Capital Strategy™ we work with your practice from case discovery to case closure and bring the products, illustrations, software, presentations, strategic lending, training, and everything else in between for you to close premium financed life insurance in your practice.
