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AXA - "Premium financing can be a valuable tool to facilitate a life insurance purchase when sold suitably."
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ING - "...the CMS program is specifically designed for estate and business planning purposes, this strategy enables partnerships, individuals, or trusts to borrow life insurance premiums from a third party lender."
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John Hancock - "The Capital Maximization Strategy is designed for use in the estate and business planning marketplace where there is a need for life insurance, but there are gift tax concerns and funds can be better used elsewhere."
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Lincoln - "The Capital Maximixation Strategy enables you to finance the premiums on your life insurance policy. Though this approach, you may be able to avoid liquidating your investment portfolio, and remain invested for potential continued growth."
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MassMutual - "I think that many carriers, such as those who are using the CMS program, think that premium fincaing can appropriately facilitate the sale of life insurance, if presented in the proper way. The key thing that we look for is that the client decides to borrow by comparing the cost of borrowing to his/her cost of capital."
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Midland National Life Insurance Company - "Attaining the right amount of life insurance without liquidating assets could be key to a solid financial plan. The Capital Maximization Strategy may help meet that need."
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North American Company - "The Capital Maximization Strategy can be a very effective tool to fund life insurance for a variety of estate and business planning needs."
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Pacific Life - "...When used properly it is a dynamic planning tool."
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SunLife - "...Capital Maximization Strategy (CMS), an innovative and discriminating approach to Estate or Business owner planning for certain high net worth individuals."
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Transamerica - "An innovative life insurance premium financing program..."
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UNIFI - "A way to achieve you long-term life insurance planning goals without affecting current investment and/or business portfolios."
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