Catering to the agent who services the high net worth arena is one of our specialties. Over the last four years, Finance For Life has worked with over 400 individuals with a net worth of $10,000,000 or more, including several in the billion dollar plus range. Working with this type of client presents a unique set of challenges, involving -

• In depth financial picture analysis
• Detailed knowledge of products
• Jumbo, autobind, and retention limits
• Medical underwriting expertise

• Premium finance design
• Traditional finance
• Hybrid finance
• Lender shopping
• Trust preparation and lender integration

and more.