Discover how Premium Financing can enhance advisors’ practices

Blue Ocean is well-positioned to help advisors integrate estate and asset protection strategies for high-net-worth clientele through the expanded life insurance coverage and benefits of Premium Financing.

Attract clients through the many potential benefits of premium financing

  • Reduces the large up-front payment to an insurance company
  • Secures necessary coverage without liquidating assets or reallocating capital
  • Avoids the payment of high out-of-pocket premiums
  • Reduces or eliminates the estate tax
  • Reduces the amount of gift tax on an estate
  • Allows for a single payment plan to cover all insurance coverage
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