Our Solution
Life-insurance is an important financial tool for high-net-worth individuals and businesses. That’s why intelligently using leverage to create liquidity alternatives when funding life-insurance can further enhance the benefits of these useful life-insurance products.
The Opus Life-Insurance lending program is an innovative approach to premium finance that is relatively new to the industry.
Its purpose is to provide attractive borrowing opportunities for clients with the primary goal of preserving liquidity.
Sophisticated Approach. Reliable Outcomes.
Partner
Customize
Calibrate
Fund
Maintain
How We Differ
Our process includes working with high-caliber advisors, and their clients, and designing as well as sourcing the best possible financing structure for their specific needs.
We bring a full-service partnership approach to the life-insurance lending industry.
We commit 100% of our team’s intellectual capital to every transaction to ensure the best outcomes for our partners.
Not only do we team up with advisors for the long-term, but we do our utmost to set up their clients for long-term success.
We help navigate complex capital markets every step of the way.
Our clients benefit from lower-cost capital solutions than are typically seen in the premium finance industry.
Our structure not only extends traditional payment terms but also creates a defined risk for clients.
This ultimately brings a more measured approach to premium finance than our competitors.