Planning for Success with Life Insurance Leverage

With more than 20 years of experience working with leveraged insurance strategies, Cove has developed a program that, when followed, helps to ensure optimal results. Our goal is for you to feel fully informed about your loan and life insurance policy while taking maximum advantage of the strategy now and for years into the future.

Leveraging life insurance using a loan facility is an effective way to maximize the benefits you can create using your tax-exempt cash value life insurance policy. However, every situation is different and careful planning and monitoring is needed to ensure the strategy achieves the desired results.

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