Client Profile

• Minimum net worth of $10 million
• Minimum premium $500,000 per annum (max funding)
• Between 35 and 65 years old, but some older ages can be accommodated
• A genuine need for long-term life insurance coverage
• Standard or preferred medical rating
• Valid insurable interest for beneficiaries
• The ability and willingness to post collateral up to 40% beyond projected peak (in case of underperformance).