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.

An explanation of the Business Planning Program is available
for download on your mobile device OR
as a PowerPoint presentation online.
 

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.