WHAT IF THERE WAS A WAY TO GET THE LIFE INSURANCE COVERAGE YOU NEED WITHOUT SACRIFICING THE ASSETS YOU WORKED SO HARD TO BUILD?
STEP 1:
You apply for Life insurance from an approved company and for a loan from a lender approved to finance the life insurance premiums. |
STEP 3:
The lender approves the loan and pays the premiums to the insurance company to put the policy in force. |
STEP 2:
You pledge collateral and make the interest payments to your lender. |
Step 4:
At the death of the insured, the policy's beneficiaries receive the balance of the policy after payment of the loan. |
Oakhills Financial Services4590 MacArthur Blvd, Ste. #500
Newport Beach Ca 92606 P: (562) 665-1247 F: (562) 309-8183 [email protected] Registered Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC 2860 Michelle Drive, Suite 150, Irvine, CA 92606. Phone: (888) 277-1974 Oakhills Financial Services and Capital Synergy Partners are Unaffiliated Entities |