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Premium Financing

Offers high-net-worth individuals over the age of 65 the ability to borrow the premiums to pay for a life insurance policy.

 
 

Suited for those individuals who need substantial life insurance coverage for estate or business planning and prefer not to use current income or liquidate investments to pay the premiums.

  • Leverage your current investments
  • Protect your net worth and cash flow
  • Must have sufficient assets to pledge as collateral

 

Terms & Conditions

Securities, insurance products, asset management, and financial planning and services offered through LPL Financial and its affiliates, are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Representatives are employees of North Island Credit Union and licensed through LPL. LPL Financial Member FINRA/SIPC. North Island Credit Union CA license #0719223.
 

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, Colorado, Florida, Hawaii, Indiana, Missouri, New Jersey, New Mexico, Nevada, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin.