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Premium finance life insurance decisions deserve a real conversation. Send us a message below and a member of our team will follow up to set up your Discovery Call.

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Phone
877.502.7677

Office
401 Hackensack Ave, Suite 804
Hackensack, NJ 07601

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Premium finance uses a loan to pay life insurance premiums and involves interest-rate, lender and policy-performance risk. Nothing on this page is investment, tax or legal advice.

Insurance products are fixed or indexed and are not an investment in the equity markets. Performance is subject to the claims-paying ability of the issuing carrier. Death benefits are generally received income tax-free under IRC §101(a). Policy loans and withdrawals are generally not subject to federal income tax provided the policy is not a Modified Endowment Contract (MEC) under §7702A and remains in force. Outstanding loans and withdrawals will reduce the policy’s cash value and death benefit. A policy lapse or surrender with an outstanding loan may result in taxable income. Crossfield Strategic Partners (CSP) does not provide legal or tax advice; consult with your independent professional advisors regarding your specific situation.

Premium Finance Club

401 Hackensack Ave Suite 804, Hackensack, NJ 07601 | 877.502.7677