Vérité Group provides its Premium Financing services directly to high net worth and ultra-high net worth individuals and businesses. We are also an expert, well-versed resource for their trusted insurance and financial advisors.
Individuals and businesses come to us for unique insurance planning solutions:
- Wealth transfer maximization and legacy planning to provide liquidity for estate settlement
- Family insurance planning
- Employee retention and executive bonus plans
- Consultation and review of existing premium financed life insurance transactions
We partner with insurance and financial advisors to help them:
- Explore alternative payment structures for their client’s life insurance plans.
- Determine client insurance needs and present solutions and recommendations.
- Evaluate clients’ current premium financed life insurance strategies.