Individual Family Estate Planning Strategies
Premium Financing Strategies to offer high net worth clients the ability, if they qualify, to use bank lender money to pay annual premiums to their large permanent polices. Clients can pay annual interest on the loan out of pocket or capitalize (roll up) the interest into the loan.
Multi-Generational Wealth Transfer –When G-1 is too old or young but sick, to qualify, yet has a $30M+ estate and substantial need for tax planning strategies
Family Trust Revitalization- where existing trust is being diluted by too many beneficiaries
Business Buy-Sell, Key man and Informal Supplemental income for small Groups of 5-200
Charitable Planned Giving- Creates Endowments and tax-free income Stream to Charity for decades- for individual endowment and Donor Groups
Strategies to generate supplemental tax-free retirement income
Permanent life insurance coverage
Loan Regime Split Dollar
Return of Premium Life Insurance
Life insurance planning strategies with built in coverage for Critical Illness, critical Injury and chronic (LTC) Illness.
Annuities that can provide guaranteed retirement income for life*
Credit Shelter trust with life insurance to mitigate State estate taxes
Company Details
- Employees
- 20
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- hammerfinancial.net
Hammer Financial Questions
Hammer Financial's website is hammerfinancial.net
Hammer Financial's LinkedIn profile is https://www.linkedin.com/company/hammer-financial
Hammer Financial has
20 employees.
View email and phone details for 20
employees at Hammer Financial.
Hammer Financial's industry is
Financial Services
Hammer Financial's top competitors are
Heavy Hammer, Inc.,
Taskcam,
Hammer Media,
Two Chicks And A Hammer Inc.,
Noah Chrysler Llc,
Hammer Financial Services Inc,
Green Hammer Trading,
Sc Insurance,
Hammer Financial,
Hammer Financial Group Inc..
Hammer Financial's categories are Financial Services
