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Life Insurance Cash Value Strategies
Use the equity inside a policy to fuel real estate.
Coordinate cash value from a permanent life policy with the right loan structure to deploy capital without disturbing long-term assets.
Highlights
What makes this loan different
- Use cash value as down payment or reserves
- Pair with conventional or non-QM financing
- Keep retirement and brokerage accounts intact
Best for
Who this is built for
- Borrowers with substantial whole or universal life policies
- Investors looking for tax-efficient capital sources
An overlooked source of capital
Cash value sitting inside a permanent life policy is one of the most underused funding sources in real estate. We work with you and your advisor to coordinate the policy with the right loan structure so capital is available without wrecking the long-term plan.
Ready to see what this loan would take in your case?
A quick application gets you a real, underwritten read on what is possible.