Partner Advisors

Generally speaking, Prosperity Solutions are ideal for individuals with a net worth of $5 million or greater who wish to use life insurance to potentially:

1. Generate non-taxed income for themselves and/or their family or
2. Pay estate taxes and ensure that they are able to pass their legacy assets on to their heirs.

Prosperity Solutions can be a great tool for creating wealth and/or selling life insurance when offered to the appropriate person. Traditionally, premium financing has been a planning tool that works well for individuals with significant wealth and highly appreciated assets. It can also be a viable strategy for mid-market, high-income-earning clients who demonstrate a need for estate preservation or estate creation. You may also consider Prosperity Planning Solutions for clients who are looking to purchase life insurance without liquidating other investments or changing spending.

No legacy is so rich as honesty. – William Shakespeare.