Clients with:
• Large estates to preserve for future generations
• Significant insurance needs who wish to finance policy payments with no out-of-pocket expense
Clients who:
• Are business owners and would like to capitalize upon money currently used to fund buy/sell agreements or key person policies
• Want to replace lost wealth with life insurance
• Want to unlock the unrealized potential of their net worth
• Wish to minimize estate tax liabilities as tax laws evolve
• Are reluctant to liquidate assets to make policy payments
MINIMUM NET WORTH / ENTERPRISE VALUE: $10M
MINIMUM ANNUAL INCOME : $500K
UNDER AGE 75
MEDICALLY INSURABLE
Over 300 of the highest net worth families in the United States have used this protocol for over 17 years. Over $2,000,000,000 in premiums have been funded.
120-150 days
Zero.
Contact us to find out more.
Kingdom Signet
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