When high net worth clients have a need for life insurance, Concord Capital offers a valuable financial tool that provides them with a cost effective way to finance the premium payments. Your clients can borrow the money to pay the premiums through
one of our premium finance solutions. The owner
of the policy must be a “bankruptcy-remote”
entity, in most cases an Irrevocable Life
Insurance Trust (ILIT). A flexible collateral
package can be created to fully collateralize
the loan.



Exclusively for our Approved Aggregators
• Online Case Submission
• Online Case Tracking
• Loan Submission Information
• Marketing Support

 To obtain an user ID and password
contact your Aggregator.
Often a client’s assets are tied up in real estate, investments or their business, or they choose to use those assets for another purpose. Concord’s Premium Finance Solutions enable your clients to:

• Keep their Assets Invested
• Minimize Disruption to their Cash Flow
• Access the Lender’s Capital
• Create Estate Liquidity

  


When you recommend a Concord Premium Finance Solution to a client, you can be confident that you’ve partnered with a firm that has the experience and expertise to properly structure, fund and service the loan. The Concord Advantage brings together all of the elements needed to create a reliable and responsible way to use premium finance as a valuable financial tool with your clients.

• Capital Markets Expertise
• Partnerships with Highly Rated Carriers
• Dedicated Case Management Team
• Competitive Premium Finance Solutions
• Depth of Experience

Learn more about the Concord Advantage.


Javascript DHTML Image Web Scroller Powered by dhtml-menu-builder.com

   

 
Home l Solutions l Work With Us l About Us l Contact Us l Log in
Copyright © 2009. Concord Capital, LLC. All Rights Reserved
Disclaimer
[Please read the terms, conditions and disclaimers contained in this section carefully. By accessing this Web site, you agree to be bound by these terms, conditions and disclaimers.]

•The information provided on this web site is a summary, for informational purposes only, and should not be taken as a full explanation of Concord’s premium finance program's or loan terms. Concord does not intend to provide specific advice or recommendations of any kind to any individual through the information on this website. Clients are strongly advised to contact their own attorney, accountant or tax advisor with regard to their individual situation.

The use of materials contained within this website in a jurisdiction where Concord is not currently licensed and/or authorized to conduct business, is strictly prohibited. Concord is not authorized to conduct business in the states of FL, KY, RI and NV and this website, nor any of the materials contained herein, is not intended for distribution in those states.

•Concord maintains the right to delete or modify information on this Site without prior notice. The products and services offered and the applicable terms and conditions may change at any time.