Tuesday, November 23, 2021

A New Estate Planning Strategy

During the past 18 months of the Covid Crisis I have been fortunate to be able to continue Networking with many different types of advisors and providers. One of the more interesting providers I met is a group that can provide high value Life Insurance with no cash layout and no premium payments. 

This Estate Planning Strategy has several net-worth requirements and 

 is a way to provide life insurance benefits to family, business, and charitable causes. These individuals work with your legal counsel and accountants, so it best meets your needs. 

My understanding of the program is that you would put a current asset as “collateral”, they would work with specific banks to write and issue a bond that covers all costs and premiums.


I was very intrigued by this Estate Planning Strategy and simply wanted to bring it to your attention. If you would like more detailed information, I would be happy to introduce you to the individuals I networked with.