Case Studies

The Transaction Structure (April 30, 2013)
SummaryA 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..
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Case Study: Example of a married couple, both aged 55. (April 30, 2013)
SummaryThe 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..
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Case Study: Example of a male aged 55. (April 30, 2013)
SummaryThe 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…
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