Premium Financing

Premium FinancingWhen you need a substantial amount of life insurance, whether to protect your family’s financial future, maximize gifting and estate planning strategies, or protect your business from a major financial loss, and you do not want to liquidate assets in order to obtain coverage, premium financing may be an option. If you wish to determine if this strategy is appropriate for your circumstances, please, join us for a conversation.

*The premium finance concept is simple, but the transaction is complex – it is important to involve your tax and legal advisors in the process.  Careful consideration should be made to determine if this concept is suitable for you in light of your risk tolerance and circumstances.

**Premium Financing is offered and managed by an independent third party.

 

 

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Securities and investment advisory services offered solely by
Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400.
Check the background of this firm on FINRA’s BrokerCheck.
Legatus Group, LLC and all other persons and entities are independent of Equity Services, Inc. unless noted. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Joseph Yagar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX. Joseph Yagar is insurance licensed in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX,VA. Check the background of this investment professional on FINRA’s BrokerCheck.

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