iPipeline CIS / Advanced Sales

Estate Liquidity Funding with Life Insurance

Estate Liquidity Funding with Life Insurance supplies immediate cash flow for heirs, without forcing them to sell off significant assets at reduced prices or borrow money to 'pay' for their inheritance. This module illustrates the "cents on a dollar" concept of liquidity funding.

Estate Liquidity explores the alternative funding methods of cash, forced liquidation, loss percentage and bank loans. It also explains how to receive higher returns (over the long term) by allowing money to grow at a tax-deferred rate inside life insurance.

The ability to transfer a death benefit to heirs outside of the estate is one of the best reasons for owning life insurance. The Estate Liquidity module shows how money gifted to heirs can be used for premiums in order to do just that.

For further information please contact our sales team…
call 800-758-0824 and select option 2
or email sales@ipipeline.com.