Eagle Financial Group

Description

The client has a present need for life insurance protection (whether it is estate planning, business succession planning, or part of a wealth accumulation/preservation strategy), but does not want to liquidate assets in order to fund the insurance need. Assets may continue to be deployed in investment vehicles, real estate, or business ventures. Gift taxes can be reduced or even eliminated with proper planning. Financing the life insurance premiums may be an alternative solution for some consumers. Premium financing allows the policy owner to obtain financing from a financial institution in order to pay the annual life insurance premiums. This method permits you to be protected by life insurance using the leverage of premium financing, while retaining the tax benefits of life insurance.

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