how it works
We put our Advisor Partners first ensuring not only your clients success but yours as well!
Coverage across the United states
Corporate, Trust and Special Purpose Vehicle lending in all 50 states
lock in rates
One-year CMT-based rate with a possible 20-year lock of the interest rate spread
flexible payment schedule
Variety of options for interest payment schedule
Simple funding solution
No annual loan re-qualification, Most loans do not incorporate a personal guaranty, No maximum loan amount, Rate Cap/Collar options are available
Simple Fee Structure
One time .50bps Arrangement / Origination Fee
built in protection
Corporate Asset Protection and other unique features for business loans
collateral security
secure transactions
In most cases, the surrender value of the financed life policy fully collateralizes the transaction. *All transaction are unique and lender may require additional forms of collateral in some cases.
Your secret weapon
the back office you've dreamed of
Our expert statff assist you with every step of every transaction to assure not only yours but your clients success.
why zero-split?
its just the right thing to do
We believe in doing the right thing the first time. Our zero-split platform ensures your success and as your partner, we think that’s important. To learn more about the details of the zero-split platform click the contact button at the bottom of that age and we will show you how we work with your firm.