White Papers

(February 5, 2015)
GBFG-TPFWhitePaper2015.pdf download View | Download
Summary: A white paper exploring the need, the structure, the marketplace, the efficiency and the risks of financed life insurance.
Categories: White Papers
(January 30, 2015)
GBFG-TPFPremise.pdf download View | Download
Summary: The acquisition of life insurance requires current liquid assets to meet the significant cash flow needs, which can preclude an individual from obtaining the life insurance coverage needed. In addition, because of the tax-free nature of the life insurance benefit,
Categories: White Papers
(January 30, 2015)
GBFG-300Words.pdf download View | Download
Summary: Traditional premium finance of life insurance is a solution that allows affluent clients to acquire the insurance benefits they need, without impacting current cash flow and the possible cost of gift tax associated with purchasing life insurance. This fully collateralized
Categories: White Papers
(January 30, 2015)
GBFG-RelationshipInterestRates.pdf download View | Download
Summary: The long-term success of financed life insurance is predicated upon the fact that, over the lifetime of the transaction, the average performance rate of the policy is greater than the sum of the average borrowing rate plus the cost of
Categories: White Papers
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(781) 237-4657
info@gbfinancial.com