Insurance is far more than a simple protection product. We see it as a powerful and flexible financial asset. When structured correctly, insurance can be used as a strategic funding tool to solve your most complex financial challenges. It can provide immediate, tax-free cash for tax liabilities, fund business buyouts or charitable pledges and create supplemental, nontaxable retirement income.
Build Your PlanDesign an insurance plan that preserves your wealth.
Finance your premiums with our specialized lenders to secure coverage while avoiding gift tax and keeping your capital invested in your business or other assets.
Lend your own assets to a trust to capitalize on interest rate arbitrage while securing tax-free liquidity with specially-designed life insurance coverage.
Design a plan that delivers tax-free cash exactly when it’s needed to pay your estate tax bill and preserve assets.
Structure your policy to create supplemental, nontaxable income for retirement.
Provide an efficient, tax-advantaged mechanism to fund Buy/Sell obligations between business partners.
Use custom-tailored insurance plans to efficiently fund executive benefits and key man insurance needs.
Address the unique income and estate tax circumstances for wealthy global citizens with innovative liquidity strategies.
Receive current and estate charitable deductions while benefiting your favorite charity or nonprofit.
Create estate liquidity for children not involved in inheritance of family business or other illiquid assets.
Don’t let illiquid assets or future liabilities dictate your financial future. Create the liquidity you need to finance your most important goals. Partner with Trustmark today and keep your primary capital invested.
Build Your Plan