100% construction funding, or refinance, for building projects from $5 million to $600 million 
 

Requires no sponsor or equity contribution, no mezzanine financing, no senior debt

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• Close 45-60 days

• 20 to 30 year term

• Lease-To-Own with $1 payment to own at the end of lease

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Sponsor must have Investment Grade credit rating, or minimum annual revenue, to qualify

Specialty Life Insurance Services - Best suited for high-net worth individuals

 

Compelling value proposition for independent wealth advisors and agents - No need to "refer business away"

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Offered through a boutique independent agency - No exposure to competition from captives

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With over sixty years industry experience, their team offers:

 

In-Force Policy Analysis - Explore hidden anomalies that are typically not apparent, uncovering potential areas for wealth enhancement

 

Advocacy - The first rate quoted isn't the Final rate

You work hard for your success

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If you are:

• Age 50 or over

• Business owner with 50 or fewer employees

• $500k+ net taxable income

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You can:

• Significantly reduce your current tax liability

• Save more of what you earn for retirement

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Unique, proprietary, and IRS code verified tax saving strategies

Institutional "Stock Loan" or Credit Line, at fixed or variable rates, based on the value of a portfolio of stocks, bonds and mutual funds

 

• Licensed Lenders

• Low Interest Rates - Lower than typical "margin loan" rates

• No Transfer Of Title

• No added costs from HFA

• No Credit Verification

• Borrower is NOT solicited for other services

• Quick and easy closing

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Get A Quote

General Information

Frequently Asked Questions

Informational Video​

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Discrete "Insider" opportunities that are not widely marketed, developed through 40+ years industry experience

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BUY SIDE:

• Producing Properties

• Mineral Interests

• Royalty Interests

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SELL SIDE:

• Debt including Mezzanine

• Joint Ventures

• Volumetric Production Payments

• Drillco Deals

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Whether your US clean energy project is in early development stages, or in need of refinancing we can provide exclusive access to premier financing.

 

Our funding sources include Private Lenders, Private Investors, Hedge Funds, and Family Offices seeking opportunities to finance the right project.

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