Life Insurance Planning for High-Net Worth Families and Business Owners
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[Case Study] How Life Insurance Premium Financing Can Save You Millions

Life insurance premium financing allows ultra-affluent families to secure life insurance coverage by borrowing ongoing premium payments.

When taking advantage of premium financed life insurance – the bank makes premium payments to the insurance company.

[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%

A Restricted Property Trust provides business owners and/or key executives with tax-favored, long-term cash accumulation and income distribution.

Discover how Bob was able to reduce his taxable income by utilizing a Restricted Property Trust.

HOW MUCH LIFE INSURANCE IS RIGHT FOR YOU?

HOW MUCH LIFE INSURANCE IS RIGHT FOR YOU?

Download our quick calculator and find out!

Thank you for requesting the life insurance workbook to assist with determining how much coverage is right for you and your family! You should receive an email from us in the next couple minutes.

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Recent Posts

  • Low Interest Rates Causing Permanent Life Insurance (Universal and Whole Life) to Massively Under Perform
  • Naming Your Life Insurance Policy Beneficiary – Things to Consider
  • The Benefits of A Spousal Lifetime Access Trust (SLAT)
  • Guidelines for Transferring Business Owned Life Insurance
  • A Guide to Understanding Indexed Universal Life Insurance (IUL)

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Mericle & Company

We are dedicated to helping families and business owners with everything from basic life insurance planning to advanced tax and legal structures using life insurance.

We are experts in current product and carrier trends, uses of life insurance, policy reviews, and advanced income and estate planning solutions.

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