The Transaction Structure
Summary: A premium finance transaction has several parties involved who each play their respective part in creating a successful solution. It starts with the insured, who has been working with his/her advisors to create a comprehensive estate plan. Life insurance often..
Case Study: Example of a male aged 55.
Summary: The client, a successful executive and a father of two young children knew he had a significant need for insurance, but had been put off by the significant liquid contribution necessary to acquire the amount needed. He had a small…