Life Insurance & Estate Planning

Effectively transfer wealth

Our strategic partnership with Succession Capital Alliance allows us to provide the most unique and successful estate planning options in the country.

Succession Capital Alliance is widely recognized as one of the largest and most successful estate planning firms in the country. Over the last 15 years, Succession Capital has advised clients both on how to best protect their businesses and on the most cost effective means of transferring their wealth, whether to charity or to family members.

Through innovative and unique strategies, Succession Capital is able to obtain large life insurance policies for its clients while discounting clients cash commitment to the policies by up to 80 percent. This favorable structure is achieved through Succession Capital’s distinctive loan products, which allow clients to pay their premiums via a customized Capital Maximization Strategy, versus paying the premiums out of pocket.

This customized strategy delivers a powerful, flexible and efficient option for permanent life insurance premium payments.

  • Lower out-of-pocket payments for permanent life insurance
  • Increase the death benefit and cash value performance of the life insurance portfolio
  • Provide additional flexibility in insurance planning
  • Reduce the impact on existing investments and cash flow
  • Beneficially restructure existing permanent life insurance policies

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