No. There are significant risks associated with premium funded policies because of the way they are tied to the markets. Our Private Bond Program is used to pay for high benefit life insurance policies and carries SIGNIFICANTLY less risk than premium funded policies.

No. One of the unique benefits of our Private Bond Program is that it utilizes existing assets on your balance sheet as collateral with a highly rated bank who will issue the bond on your behalf.

With any financial product, there are risks. However, of the 312 Private Bonds Issued to ultra high net worth families over the last two decades, only 1 of them was unsuccessful. We've since plugged that gap and now the worst you can do is a 0% return, even if the market crashes around us.

The owner of the patent on this process only made it available to his inner circle. We are one of five distribution partners in the world for this patented process.

Financially, your family must have a minimum net worth of $10MM and liquid assets of at least $2MM. There are multiple factors to qualification during medical underwriting, but you are a good candidate if you are generally in good health and don't use tobacco.