HISTORY OF SUCCESS
The leadership of Northstar Funding Partners (NSFP) brings over two decades of experience in providing finance life insurance solutions. We have successfully arranged funding for over 1,500 transactions for financial services professionals nationwide. NSFP’s approach is based on comprehensive sales support, a broad range of lender partners, and cutting-edge technology. This combination is designed to make their clientele more efficient and effective. When choosing NSFP, you can have complete confidence that you will receive the most competitive and carefully designed premium finance loan available.
COMPREHENSIVE PORTFOLIO
With NSFP’s unmatched level of tenure and success in the industry, we recognize that each transaction comes with its own nuances and unique requirements. Our extensive range of lending options enables us to approach case design with flexibility, ensuring that we carefully blend the selected product with a loan that aligns with the planning objective. We prioritize setting accurate expectations regarding future performance to provide our clients with a comprehensive and tailored solution.
- Traditional estate planning circumstances
- Traditional estate planning circumstances
- Supplemental personal income or corporate benefits
- Corporate lending via an existing corporation or newly formed entity
- Broad range of net worth and income qualifications
Information subject to change at anytime.
Please contact Northstar Funding Partners for
the most recent specifications and features.
- Interest rate spreads that are equal to or lower than private banks – ask NSFP about Assets Under Management (AUM) rates without the AUM
- Zero-Compensation /Revenue share in the vast majority of situations
- Unique approach to middle- market cases – place business other lenders typically will not review
- Foreign /non-resident capabilities
- Multi-lender pricing and case evaluation
- Multiple collateral options
UNRIVALED, VALUE ADDED SUPPORT
Team Work
- An extreme focus area for NSFP is ensuring our clientele has access to sales and support services that exceed expectations and set industry benchmarks. The nexus of our offering is comprehensive case design and loan modeling enabled through years of hands-on experience and technology no other provider can match.
- Proprietary loan modeling software that accounts for policy structure and loan specifications. Refined over many years the proprietary NSFP PF software permits stress testing and prepares dynamic scenario planning. The easy to follow format offers advisors and their clients a time tested method to estimate collateral and other parameters of policy and loan performance.
- Sales illustration assistance that incorporates the unique and critical aspects of premium finance. Our team has worked with virtually every carrier and product and understands the essential methods and techniques.
- Dedicated file and case management. NSFP has a dedicated team of professionals that focus exclusively on case intake and managing the underwriting process. They are dedicated to accuracy and efficiency while keeping you informed through each and every step.
- Education and training. NSFP is regularly providing seminars, webinars and using other forums to review the general aspects of financing in addition to the details on successful case origination and design.
- Specially designed sales concepts and pre-formatted structures such as the Insured Retirement Advantage® (NSFP I.R.A.®)