How It Works

How Premium Financed Indexed Universal Life Works

Premium Financed Indexed Universal Life Flow

HOW IT FLOWS

WHY IT WORKS

EVERY PARTY INVOLVED VIEWS
THIS TRANSACTION AS A WIN

Why Premium Financed Indexed Universal Life works

ABILITY TO FINANCE
BENEFITS FOR KEY
EMPLOYEES AND
EXECUTIVES
WITHOUT GIVING UP
EQUITY OR REDUCING
CASH FLOW

ABILITY TO RECEIVE
A CASH VALUE LIFE
INSURANCE POLICY
WITH LITTLE TO NO
OUT OF POCKET
EXPENSE

ISSUE LOANS
BACKED BY 100%
CASH

WRITE POLICIES
ON HEALTH
INDIVIDUALS

NEXT STEPS

Athlegacy and Cool Springs Financial are committed to enhancing the security of you, your family, and your business by developing financial strategies that offer unmatched benefits.

If you're considering securing Premium Finance life insurance with Athlegacy, the first step is to complete a qualifying questionnaire. This initial step gathers essential information about your health, lifestyle, and financial status to determine your eligibility and the best coverage options suited to your needs.

Once you've submitted your questionnaire, the next step is to review a sample illustration. This illustration provides a detailed breakdown of how your potential policy might perform over time, including premium costs, cash value growth, and death benefit amounts. Reviewing this document allows you to see potential outcomes and make informed decisions about your life insurance strategy.

Next Steps