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For high-net-worth individuals or successful business owners, Asset Backed Insurance Lending can be a useful financial tool. We work with a team of experts to customize every program to fit the need of our clients. Programs can be designed with many number of goals in mind. It could create a tax-free income stream for retirement, legacy wealth for family or charities and business tool like buy/sell agreements. Our team knows how to build programs around Indexed Universal Life Insurance that can create a portion of your portfolio that becomes "indestructible wealth". Changing markets and changing taxes leave you at ease knowing your ABIL program will always be there for you.
We have over a decade of experience in the employee benefits space and can use many of our relationships with different carriers to create custom programs for our clients. With a huge fondness and history in Identity Theft Protection, we still specialize in these programs. We keep up with all the primary carriers in this space and they continue to evolve in overall digital security for employees and their families. We can also create programs with other unique benefits to help you attract and retain employees.
We will be happy to host a call or on-line meeting with no obligation to assist you.