Case Study

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Case Study

Client/Challenge:

A married, 55 year old real estate developer with a net worth of $50M hates life insurance. He will have estate taxes due on the second to die of him and his spouse but has never purchased insurance because the premiums are too expensive and he can do much better investing his own money in real estate

Without WEALTHinsurance®:

His estate would have been liable for more than $15 million of income taxes. His family would have been forced to sell assets under pressure to pay the tax bill.

Outcome:

His final estate tax liability of more than $15 million was eliminated by the placement of his new Life Insurance policy. We structured an Immediate Financing Arrangement with a leading financial institution to preserve his cash for his business activities and reduce the effective cost of his life insurance to 5% of the total premiums.

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