Wintrust Life Finance (Wintrust Life) offers several financing options, each specifically tailored for your client’s objectives. With more than two decades of experience crafting customized loans, our team of experts is the most knowledgeable in the industry. And, as the nation’s largest traditional life insurance premium finance lender, our reach is unmatched. This combination of size, scale, and longevity is what makes us the gold standard in the marketplace.
Plus, all our loans are fee-free. There are no origination, legal, or annual maintenance fees. There is no prepayment penalty or required reallocation of assets. We don’t ask the client for anything more than the loan itself.
OTHER KEY FEATURES OF OUR LOANS INCLUDE:
One of our clients, a successful business owner, spent years building a thriving family business. He was ready to retire and had already established a succession plan with his son, but his estate plan was much more complicated.
A successful real estate investor had previously purchased a sizeable life insurance policy for her succession planning needs, which she paid for using cash flow from her real estate investments.
Multi-participant life insurance deals are often sophisticated and have a lot of moving parts but our team at Wintrust Life has continuously proven to have the expertise to get them done.
A business owner experienced immediate success upon starting his company and, four years later, wanted to protect and ensure its progress.
One-size-fits-all lending just doesn't work, so we tailor-fit a loan structure to each of our client's objectives.