TRUST FINANCING RESOURCES
If properly designed, an “active or “complex” Trust can accommodate debt and financing to support its business and asset growth functions. Occasionally, we are introduced to some powerful lending resources that may help accentuate the growth goals of the Trust objectives, including retirement funding. Retirement financing may help “super-charge” a client’s Private Retirement Plan funding, which at the same time alleviates cash flow pressures on commercial financing supporting current business, real estate, or investment.
Retirement financing, if structured properly, can help a PRP client meet their retirement funding objectives, while maintaining critical capitalization needs and cash flows.
NO DISRUPTION TO YOUR BUSINESS OR CAPITAL OBLIGATIONS
We are hyper-sensitive to the capital demands of our clients, because most have funded their private business interests and capital-intensive assets (real estate, private equity). We want them to keep as much money working in their productive business generating the highest possible ROI, but sometimes they may want to diversify to ensure benefits are targeted in the event anything happens to their private assets.
Our ability to source preferred trust financing banks allows you to meet your retirement funding goals but keep your capital working in your business and real estate – with no disruption to your existing banking covenants.
So we have sourced a pro-business retirement financing bank NIW that offers many unique funding programs designed to solve for various retirement savings needs for individuals, businesses and specifically our trusts. All the NIW programs are pro-business seeking to avoid cash flow disruption. No collateral, no interest payments, and no credit-checks help to subsidize our client’s PRP Trust funding they can continue to maximize capital to their private business and real estate assets.
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