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Podcast: The Money Advantage Podcast
Episode: Premium Financing Life Insurance: Could Be Right, Sometimes Smart
Description: Premium financing life insurance for estate planning is one of those strategies that sounds impressive—and sometimes is. But for most families, it introduces more complexity and risk than benefit.
https://www.youtube.com/live/8Dav7pQVOrc
At The Money Advantage, we don’t lead with premium financing, and we rarely recommend it. But in a recent conversation with a client facing an eight-figure estate tax liability, the question came up: “Is there a way to fund a large life insurance policy without disrupting my investment portfolio or using my own capital?”
That opened the door to a serious conversation about pr...