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Case Studies
We have several different premium financing platforms to choose from. Each lending package is specifically designed to optimize a specific outcome, depending on what the client's financial goals are.
Below is a description of just a few of our designs, along with a case study.
You can download the PDF or you can watch a video reviewing the case (the same video format we send our clients when we record a custom video of us reviewing their case).
1
DEATH BENEFIT
design
First
Dollar
Financing
*7-Pay
*100% Financed
*Pay Interest-Only
*Exit Loan In Year 11
*Collateral Required
CASE STUDY:
Male A43
$40MM Low Point
Net Death Benefit
DOWNLOAD
CASE STUDY
WATCH CASE STUDY VIDEO
2
DEATH BENEFIT
design
THIRD
YEAR
FINANCING
*10-Pay
*Pay 100% Premium Years 1 & 2
*Pay 25% Premium + Finance 75% + Accrue Interest In Years 3-10
*Exit Loan In Year 11
*Zero Collateral
CASE STUDY:
Survivorship
Male A55 &
Female A53
$9MM Low Point Net Death Benefit
DOWNLOAD
CASE STUDY
WATCH CASE STUDY VIDEO
3
RETIREMENT INCOME
design
THIRD
YEAR
FINANCING
*10-Pay
*Pay 100% Premium Years 1 & 2
*Pay 25% Premium + Finance 75% + Accrue Interest In Years 3-10
*Exit Loan In Year 11
*Zero Collateral
CASE STUDY:
Male A56
Contribution:
$100K x 10 Years
DOWNLOAD
CASE STUDY
WATCH CASE STUDY VIDEO
4
RETIREMENT
INCOME
design
First
Dollar
Financing
*10-Pay
*100% Financed
*Pay Interest-Only
*Exit Loan In Year 11
*Collateral Required
CASE STUDY:
Male A35
$750K Annual Premium 100% Financed
DOWNLOAD
CASE STUDY
5
RETIREMENT
INCOME
design
SIXTH
YEAR
FINANCING
*10-Pay
*Pay 100% Premium Years 1 - 5
*Pay Partial Premium + Finance Partial Premium + Pay Interest In Years 6-10
*Exit Loan In Year 11
*Zero Collateral
CASE STUDY:
Male A50
Contribution:
$250K x 10 Years
DOWNLOAD
CASE STUDY
WATCH CASE STUDY VIDEO
Watch the video below to see a deeper explanation (and comparative analysis) of our various lending platforms:
1. First-Dollar Financing (FDF)
2. Partial-Equity Interest Accrual (PEIA)
3. Leveraged Index Arbitrage (LIA)
4. Third-Year Financing (3YF)
5. Sixth-Year Financing (6YF)
In this video, we'll also explain how our backtesting software works, as well as our perspective of the current interest rate environment.
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