Please reach out to Martha Sofer at 813-997-6068 or Patrick Moriarty at 862-329-9133 to discuss this valuable opportunity for you and your clients.
Key Benefits
For your clients
No application fee or pre-payment penalty. *Florida applicants may be subject to a document stamp tax.
Multiple policies can be used as collateral for one line of credit
Interest may be tax deductible (consult with your tax advisor)
For your practice
Deepens client relationships
May be used as a tool to reorganize debt structure
Free up client's assets to potentially invest in other insurance/investment products and services