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Insights
Explore insights on life insurance premium financing, including how financing structures work, when borrowing may be appropriate, lending considerations, policy design, and strategies for high-net-worth families seeking to preserve liquidity.
For many high-net-worth individuals and families, the decision to acquire life insurance is relatively straightforward. The more nuanced question is how to...
For many high-net-worth families, estate planning is not a question of whether there will be a tax liability — it is a question of how that liability will be...
Premium financing life insurance is the process of borrowing money to pay large life insurance premiums. Annual premiums will typically range from $100,000 on...
Updated April 2026 to reflect current estate tax exposure and planning considerations. Premium financing life insurance has become an increasingly important...
Life insurance premium financing enables an owner of a life insurance policy to borrow money to pay premiums. There are several different scenarios where life...