Timothy A. Moyer
Wealth Management Advisor|CLU®, CFP®, AEP®
Premium Finance
Premium Finance is a strategy which allows affluent clients with an estate planning need to borrow life insurance premiums from a third-party lender.
Primary Benefits Include:
- Preserve cash flow
- Avoid liquidating other assets
- Owned by an Irrevocable Life Insurance Trust (ILIT) where the ILIT borrows the money to pay premiums
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
