Case Studies

(April 30, 2013)
White-Paper-The-Transaction-Structure.pdf download View | Download
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
Categories: Case Studies
(April 30, 2013)
Case-Study-Survivorship-at-Age-55.pdf download View | Download
Summary: The couple, successful real estate developers with three children, knew they wanted to make sure their children were taken care of, but had been put off by the significant liquid contribution necessary to acquire the insurance they wanted. Neither had
Categories: Case Studies
(April 30, 2013)
Casestudy55Male.pdf download View | Download
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
Categories: Case Studies
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