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Insured Retirement Advantage

The Insured Retirement Advantage is designed for high-net worth individuals and business owners.


The goal is to minimize out of pocket expenses while super funding a specialized and specific life insurance contract using a correctly structured loan. This is what we call premium finance (link here).

The purpose is for tax-free income in retirement and/or to leave a legacy to heirs. 

As a business owner, you typically put most of your time and money into growing your company. As a result, your savings rate for retirement may have lagged or you just can't find the right place to invest outside of a qualified plan or investment account.