Bridge over the river

Case Studies

Bridge over the river

Case Studies

Bridge over the river

Case Studies

Bridge over the river

Case Studies

 

Our experts are well versed in discovering custom solutions to fix our clients’ problems. Below are a few of the unique situations our team has encountered, and how we delivered.

 

How to Use Premium Finance for Estate Equalization

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.

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The Value of Leveraging Life Insurance Coverage

A successful real estate investor had previously purchased a sizable life insurance policy for her succession planning needs, which she paid for using the cash flow from her real estate investments. 

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How Financing Key Person Insurance Can Help Businesses Grow Without Tying Up Capital

A business owner experienced immediate success upon starting his company and, four years later, wanted to protect and ensure its progress.


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How Wintrust Life Makes Complex Multi-Participant Deals Look Easy

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.

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How Financing Key Person Insurance Can Help Businesses Grow Without Tying Up Capital

A business owner experienced immediate success upon starting his company and, four years later, wanted to protect and ensure its progress.


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