Personal or private financing is a strategy where you use the cash value of your life insurance policy to finance your business or personal purchases, essentially becoming your own banker. Sometimes a trust such as an irrevocable trust is involved. This strategy can be a highly-effective and money-efficient way to recapture dollars that would otherwise never come back to your circle of wealth. If used for business, there are some specific tax strategies that go hand in hand with this method.
We collaborate with an expanded team and pool of professionals in many disciplines in many different states to provide you with unique strategies like private financing. Our strategic partnerships—with experts in the tax, insurance and legal fields—were established to help you with nearly anything financial that you may need for your business or your family, including advanced services and proprietary strategies like private financing.
