We work with insurance agents, advisors, and others to help their clients remediate existing policies.
We provide solutions for your clients whose life insurance policies cannot be replaced due to age or health reasons.
We help policy owners remediate their policy by:
Providing recommendations on how to reduce premium costs substantially, and/or
Providing premium payment loans secured only by the policy's death benefit. Learn more.
To accompany our Credit Line program, we also provide education, training, field support, and a fee referral program for life insurance advisors to engage CPAs, estate planning attorneys, and trust companies.
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