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  The Estate Liquidity Program will create the liquidity necessary to pay Estate Taxes, by financing premiums on life insurance, without affecting the insured’s net worth. It requires a team of experienced Professional Planners.

Professional Planners will leverage their relationships with:

  • Top rated Insurance Companies.
  • Premium finance industry leaders.
  • and top rated Federal Tax Lawyers.

The Estate Liquidity Program provides better-than-term insurance rates by borrowing funds on an interest-only basis. This allows individuals to maintain their current investment accumulation strategies and helps to avoid the liquidation of existing investments portfolios to pay for the premiums.


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To request a Feasibility Study, please contact
a licensed professional in your area.
If you do not have the name of a licensed professional,
call 1-800-277-8201 or click here to obtain a referral.

 

 
     

Professional Planning Team, LLC does not provide tax or legal advice.
It is important to coordinate with your tax or legal advisor regarding your specific situation.
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