CASE

At Case Life Solutions, a highly experienced team of life insurance experts bring strategic solutions to the most sophisticated estate plans. Every consultation starts with an understanding of your goals. We have extensive experience and expertise in coordinating life products with Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Charitable Remainder Trusts (CRTs). In many instances, solutions involve Private Split Dollar as well as Premium Finance for clients with sophisticated understanding of using arbitrage to enhance potential returns. We can also recommend premium financed life insurance and loan regimes with sophisticated roll-out strategies... Prudent estate planning is critical for successful individuals or families vitally interested in shaping a family legacy capable of lasting for generations. Case Life Solutions provides forward-thinking solutions.

Also known as: Case Life Solutions

Primary location: Fort Myers United States