Our Focus

At Life Insurance Liquidity Solutions our combined 50 years of experience have informed us that Life Insurance should be managed as a “Financial Asset” not an expense that is static. We focus on making the Life Insurance asset perform according to the Client/Family Objectives and targeting the appropriate level of value and cost versus “Liquidity” management and realization. Whether life insurance is to be used to fund a target future liability, utilized to grow cash on a tax deferred/tax-free basis or provide ancillary benefits (i.e. Long-Term Care, etc.), our emphasis is to deliver our clients objective targeted results while structuring/restructuring current and future Life Insurance designs to maximize the return on Life Insurance investment asset.

Our approach targets on-going market comparisons, premium minimization strategies, reevaluating current and future needs based on past/current events. The goal for each of our clients is to make sure that the Client/Family is capturing the “Best and Highest Use” of their premium dollars in order to feel validated that the Life Insurance is being used for the family instead of related parties involved.