Our Platforms

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. 

For more information about each of our lending platforms, click on the links below...

01

First-Dollar

Financing

 *Borrow 100% of Premiums

 *Pay 100% of Interest Each Year

 *Pay Off Lender Around Year 16-20

 *Outside Collateral Required

02

Leveraged

Index Arbitrage

 *Pay 1st Year Premium 

*Borrow Remaining Premiums

 *Pay 100% of Interest Each Year

*Pay Off Lender Around Year 14-16

 *No Outside Collateral Required

*Option to Reduce DB for Income

03

Partial-Equity

Interest Accrual

 *10-15 Year Level Contribution

*Pay Some Premium Out-Of-Pocket

 

*Borrow Remaining Premium

 *Accrue 100% of Interest Each Year

*Pay Off Lender in Year 11-20

 *Outside Collateral Required

04

Omakase

Pension Alternative

 *10-Year Level Contribution

*Algorithmic Premium Schedule

*Outlay Is Combination of Premium & Interest On Borrowed Premium

 *10-Year Fixed Borrowing Rate

 *Payoff Lender in Year 11

 

*Income Drawdowns In Year 12

 *No Outside Collateral Required