Planning Applications to Implement Financing Strategy:
Tax Advantaged Income
Portfolio Diversification
Premium Finance Strategy
Buy / Sell-Key Person Plans
Estate Cost Recovery
1031 Exchange Alternatives
Family Bank
Hypothetical and for Illustrative purposes only. Actual results will vary. Please consult your tax and legal advisor regarding all matters of tax and legal nature.
and for Illustrative purposes only. Actual results will vary. Please consult your tax and legal advisor regarding all matters of tax and legal nature. Present Solutions to Client Numeric Summary Premium Finance Process: Secure the Loan and Initiate the Plan Accept Medical Offer with Selected Carrier Negotiate Best Interest Rate & Loan Terms Financial Qualification Insurance Qualification Apply for Insurance Carrier Medical Offer Analysis of Medical & Lending Terms Apply for Lender Loan Approval When Summary Makes Numeric Sense / Begin Implementation of the Plan Sign Lender Offer Sheet Accept Insurance Carrier Medical Offer and Have Policy Issued Sign Loan Documents / Post Collateral & Pay Interest Due
Hypothetical