Eagle Financial Group, Inc.

~ Investments ~

~ Tax & Business Strategies ~

~ Insurance ~

Premium-Financed Life Insurance

The client has a present need for life insurance protection (whether it is estate planning, business succession planning, or part of a wealth accumulation/preservation strategy), but does not want to liquidate assets in order to fund the insurance need. Assets may continue to be deployed in investment vehicles, real estate, or business ventures.
Gift taxes can be reduced or even eliminated with proper planning. Financing the life insurance premiums may be an alternative solution for some consumers.

Premium financing allows the policy owner to obtain financing from a financial institution in order to pay the annual life insurance premiums. This method permits you to be protected by life insurance using the leverage of premium financing, while retaining the tax benefits of life insurance.

Potential Benefits:

Potential to achieve your financial objectives through adequate insurance coverage, without affecting your investment portfolio.
Borrow at attractive interest rates to leverage your investment portfolio when portfolio returns are higher than the cost of the loan.
A loan that matures upon death.
Flexible loan repayments with NO fees or prepayment penalties.

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460 Franklin Rd.
Franklin, TN 37069

Voice: 615-777-0777
Fax: 615-790-0610

For questions about Eagle Financial Group, email L. T. Smith at <ltsmith@eaglefinancialgroup.com>

For problems with the web site itself, email the webmaster at <webmaster@eaglefinancialgroup.com>