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Borrower

Client

Your Premium Financing Expert

We’ve been in the premium financing industry for more than two decades. As the nation’s largest traditional life insurance premium finance lender, we’ve continuously helped our clients secure the financing they need no matter the situation. From tax savings and retaining capital to estate equalization and business succession planning, our experts can find the strategy that works best for you.

   

Premium Financing

     

Wintrust Life Finance

     

Our Experts

Case Studies

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.

READ MORE

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. 

READ MORE

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.

READ MORE

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.

READ MORE

Case Studies

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.

READ MORE

 

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. 

READ MORE

 

 

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.

READ MORE

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.

READ MORE

Case Studies

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.

READ MORE

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. 

READ MORE

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.

READ MORE

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.

READ MORE