Blog Home

Private Financing #1

Advanced sales alerts

Private Financing is a simple and powerful strategy for funding large life insurance policies with no gift, estate or even GST taxes. Current low applicable federal rates (AFRs) allow clients to lend funds to an irrevocable trust such that the earnings on loaned funds are sufficient to pay annual premiums and repay the loan plus accrued interested at the end of the note term. This is the first post in a series of Private Financing strategies.


Print Friendly, PDF & Email

Other Posts