Concepts and Strategies - contact us directly regarding customized loans and proprietary concepts & designs.

1035 Exchange Alternative - recapture existing cash surrender values and have them work more effectively outside the policy

Split Dollar Exchange program - Terminate an existing Split Dollar arrangement while continuing to provide estate liquidity within an ILIT.

Term Loan Rescue - replace an existing premium financing loan that has a maturity call date with CMS and a loan for life.

CMS II - Dramatically reduce or eliminate any need for outside collateral.

Uninsurable Program - Utilize CMS to provide estate liquidity even when the Grantor is uninsurable.

Skip Design - Maximize the IRR at the younger ages.

CMS and Family Limited Partnerships - Coordinate the us of CMS with an FLP to maximize the efficient transfer of wealth to an ILIT.

CMS and Installment Sales - Utilize CMS in concert with an Installment Sale to take advantage of discounts.

CMS and Grantor Retained Annuity Trusts - Use CMS with a GRAT to transfer wealth or provide a loan exit strategy if appropriate.

CMS and Charities - Design and fund a Wealth Replacement Trust using CMS to maximize the charitable deduction to purchase life insurance.

CMS and a Private Retirement Plan (deferred compensation) - Take advantage of leverage that will provide a future retirement supplement

CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS, CMS,  CMS, CMS, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium  Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Life Insurance Premium Financing, Capital Maximization Strategy, Capital Maximization Strategy, Capital Maximization Strategy, Capital Maximization Strategy, Capital Maximization Strategy, Capital Maximization Strategy, Capital Maximization Strategy,