"Do you know what's going to happen to your estate after you pass?"
If not, now is the time to discover the opportunities. Through our partners at NextPoint Solutions, we can help you and your clients tap into the power of leveraged financing. With an emphasis on risk management and client-focused planning, our team takes a revolutionary approach to leverage and the incredible benefits it can offer to your clients.
Meet Your Leveraged Strategies Team.
If you have want to learn more, or are looking to implement one of these strategies for your clients, be sure and reach out to them for optimal guidance and support.
If you’re one of the many advisors that finds traditional premium financing either too risky or too inflexible, you need to know about split-funded insurance planning.
If you have high-net worth clients, chances are you’re familiar with premium financing: a client takes out a third-party loan to pay for their policy’s premiums.
