The Transaction Structure

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 plays a critical part in the overall estate plan, as it is the only asset that liquefies tax-free at the passing away of the insured. The created liquidity is customarily used to pay estate taxes or to purchase illiquid assets out of an estate.

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