Case Studies Archives | Life Insurance Planning for High-Net Worth Families and Business Owners

[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.

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Request A Complimentary Consultation with Mericle & Company

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We will respond within 24-hours to schedule a convenient time to speak.

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Request A Complimentary Consultation with Mericle & Company to Learn More About a Restricted Property Trust

Consultation-request

We will respond within 24-hours to schedule a convenient time to speak.

Request A Complimentary Consultation with Mericle & Company

Consultation-request

We will respond within 24-hours to schedule a convenient time to speak.

Request A Complimentary Consultation with Mericle & Company

Consultation-request

We will respond within 24-hours to schedule a convenient time to speak.

Request A Complimentary Consultation with Mericle & Company

Consultation-request

We will respond within 24-hours to schedule a convenient time to speak.

Request A Complimentary Consultation with Mericle & Company

Consultation-request

We will respond within 24-hours to schedule a convenient time to speak.