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How Life Premium Financing works

A simple view of the three parties that make a financed life insurance strategy possible, and the role LifeFide plays at the center.

Life Premium Financing relationship diagramLifeFideunified partnerClientHigh Net Worth IndividualCarrierLife InsuranceLenderPremium Financingstrategypolicy placementloan servicingdeath benefitpremium loancollateral

High Net Worth Individual

Owns the policy and provides collateral. Keeps assets invested while a lender pays the premiums.

Carrier

Underwrites and issues the life insurance policy. Pays the death benefit that ultimately repays the loan and funds the legacy.

Lender

Provides the loan used to pay premiums. Receives repayment from the policy death benefit at maturity.

The Economics

Explore the numbers for yourself

When your portfolio earns more than the loan rate, financing preserves capital and lets it keep compounding. Use our interactive calculator to see how the assumptions change the outcome.

Appointed with A rated carriers

LifeFide is appointed with major life insurance carriers rated A or higher by A.M. Best. That carrier access lets us place the right policy for each financed strategy.

National LifePacific LifeMassMutualMutual of OmahaNationwideand many more