A Proprietary Action Plan for Your Organization's Success

 Premiums for multi-million-dollar life insurance policies are financed through a loan provided by an institutional lender, at interest rates lower than the potential rate of return on the cash value growth in the policy over time. 

*This proposal is hypothetical and may not be used to project or predict insurance results in the future. These are projections, future policy performance, and interest rates are not guaranteed and are subject to change by the insurance carrier and/or lender. Underperformance could result in a lower death benefit, cash surrender value, annual income and/or additional collateral. TH Advisors LLC, nor any of its affiliates represents the lenders. This analysis is not intended to give legal or tax advice. For tax and legal advice, contact your personal tax and legal advisors. Potential tax advantages require a thorough review of the client’s personal and/or business situation and case design to determine if these advantages will apply. Illustrated projected bank loan balances and income stream from lender loans will vary based on actual policy and loan performance. Financing life insurance premiums has risks including interest rate fluctuations, financial market performance, credit availability, insurance company ratings and stability which can affect the loan.

Prestige Strategy™ - Trademark property of Cool Springs Financial

Wealth Momentum Strategy™ - Trademark property of Aspen Creek Wealth Strategies