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Private Retirement Financing

TRUST FINANCING RESOURCES

If properly designed, an “active or “complex” Trust can accommodate debt and financing to support its business and asset growth functions.  Occasionally, we are introduced to some powerful lending resources that may help accentuate the growth goals of the Trust objectives, including retirement funding.  Retirement financing may help “super-charge” a client’s Private Retirement Plan funding, which at the same time alleviates cash flow pressures on commercial financing supporting current business, real estate, or investment.

Retirement financing, if structured properly, can help a PRP client meet their retirement funding objectives, while maintaining critical capitalization needs and cash flows.

NO DISRUPTION TO YOUR BUSINESS OR CAPITAL OBLIGATIONS

We are hyper-sensitive to the capital demands of our clients, because most have funded their private business interests and capital-intensive assets (real estate, private equity).  We want them to keep as much money working in their productive business generating the highest possible ROI, but sometimes they may want to diversify to ensure benefits are targeted in the event anything happens to their private assets.

Our ability to source preferred trust financing banks allows you to meet your retirement funding goals but keep your capital working in your business and real estate – with no disruption to your existing banking covenants.

So we have sourced a pro-business retirement financing bank NIW that offers many unique funding programs designed to solve for various retirement savings needs for individuals, businesses and specifically our trusts.  All the NIW programs are pro-business seeking to avoid cash flow disruption.  No collateral, no interest payments, and no credit-checks help to subsidize our client’s PRP Trust funding they can continue to maximize capital to their private business and real estate assets.

GET A FREE CUSTOMIZED REPORT

To Request a Financing Cash Flow Analysis illustration, please complete our Diagnostic Calculator and we can prepare and present a draft illustration within 3-5 business days.

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Private Retirement Plan Financing

  • 3-1 Loan Funding Ratio
  • NO Collateral Required
  • NO Interest Payments
  • NO Credit Checks
  • Loans Self-Retired (Internally Repaid)
  • Market Risk Hedging
  • Inflation Risk Hedging
  • Income Tax-Free Accumulation
  • Income Tax-Free Distributions through Trust Loans
  • Income Tax-Free Death Benefits

Client Testimonials

Thomas B.

Real Estate Investment

As a real estate investor I get leverage and but I didn't know that financing for non-RE assets was available. And that the qualification and collateral for the loans are nothing! So I have a program and so far so good!

Dave C.

President, Owner

I'm blown away at the financing that trusts get compared to the regular markets. I'm so capital intensive I'm financing my retirement funding in my PRP and think I can now get to my retirement savings goals without disrupting my business cash flows.

Advisor Testimonials

85% of all life policies are sold for Retirement supplement, but life insurance is not protected in California from lawsuits and none of my agents even know this. So I tell everyone to get educated and know about how to enhance the benefits of tax-free life insurance and make every aspect of a policy protected.