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