We work exclusively with advisor partners — case design, lender placement, underwriting and annual collateral reviews — so your client's plan is built right and stays on track.
Traditional premium finance with no compensation split — the industry benchmark for advisor partners.
A financed retirement-income strategy for small business owners and affluent professionals.
Estate planning, business planning and supplemental income, with multi-lender pricing.
Our proprietary software projects the loan, collateral and expected collateral range (ECR) under stress, before your client commits.
We've worked with virtually every carrier and product, and design illustrations around what premium finance really needs.
A team that focuses only on intake and underwriting keeps every file accurate and keeps you informed at each step.
Seminars and webinars on financing basics, case origination and design — for you and your team.
Share the client's details and the client suitability questionnaire.
You get a Quick View with the loan, collateral and payoff laid out year by year.
We place the loan and manage the paperwork through to funding.
Each year we proactively review collateral and can prepare you a loan summary.
Send us your question about our platforms or process and the Northstar team will get back to you, usually the same business day.
Call, email or send a request — we'll get right back to you.
Start with the client suitability questionnaire — fill it in online or download the fillable PDF. Once we have it, we'll prepare the case design and get back to you, usually the same business day.
Go to the suitability form