WealthPRIME®

Insurance Strategies

Welcome to WealthPRIME Insurance Strategies.

Are you interested in funding a Leveraged Life Insurance Policy, and want to know what’s next? The estimated time to fund a new Leveraged Life Insurance Policy is 1 to 2 months.

Path to Leveraged Life Insurance
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Schedule a consultation

Schedule a consultation with one of our WealthPRIME Insurance Advisors.

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Customized Illustration

Your WealthPRIME Advisor will create a customized life insurance illustration with your desired income and policy amount at retirement.

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Complete Applications

Your WealthPRIME Advisor will help complete the necessary applications for each of the Life Insurance carriers.

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Medical Test

The Life Insurance carrier will send a nursing professional or direct you to a medical lab for a blood test and an EKG.

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Negotiations

Your WealthPRIME Advisor will negotiate the loan deal with a lending bank Loan Officer.

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Loan Package

A loan package will be sent to your WealthPRIME Advisor for approval.

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Bank Loan Document

Your WealthPRIME Advisor will send the final life insurance illustration to the lending bank to be drafted in their loan document template.

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Review & Sign

You will be asked to review and sign the final loan documents.

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Fund Your Policy

You will be provided with instructions from WealthPRIME on how to fund your new Leveraged Life Insurance policy.

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Final Policy Agreement

Your WealthPRIME Advisor will provide the final policy agreement for delivery signatures.