REMIUM FINANCING: HOW DOES WORK?
THE CASH GROWTH ALONG, WITH FUTURE CONTRIBUTIONS (DEPENDING ON PLAN) WITHIN THE POLICY, SUSTAINS THE SECURITY OF THE LOAN AND EVENTUALLY PAYS OFF THE LOAN IN FULL LEAVING THE DEATH BENEFIT INTACT.
WHO QUALIFIES?
– THE CLIENT MUST NEED A PERMANENT DEATH BENEFIT OF $1M OR MORE
– MUST BE 65 OR YOUNGER FOR DEATH BENEFIT
– MUST BE 55 OR YOUNGER FOR REVENUE FLOW
– STANDARD OR BETTER HEALTH
– PREFERABLY EARN AT LEAST $100,000 PER YEAR BUT IDEALLY $250,000
HOW BELIEVABLE IS THE POLICY RETURN?