Professional Partner Program Strategic Planning Support for CPAs & Estate Attorneys
Strategic Premium Finance works alongside accounting and legal professionals to help qualified clients address liquidity, estate, and legacy planning challenges.
Our role is not to replace existing advisors but to support them with specialized strategy design when advanced life insurance and premium financing may be appropriate.
Who This Page Is For
This page is intended for:
Certified Public Accountants
Estate planning attorneys
Trust & probate attorneys
Business attorneys
Family office professionals
When Clients Typically Need This Strategy
Professional partners often identify situations such as:
Clients with concentrated or illiquid assets
Estate tax exposure without liquidity
Business owners approaching exit
High-income clients seeking tax efficiency
Clients who already “have wealth” but lack structure
Our Role in the Planning Process
Strategic Premium Finance provides:
Strategy evaluation and design
Premium financing analysis
Carrier and lender coordination
Conservative modeling
Ongoing monitoring support
We do not:
give legal advice
give tax advice
replace existing advisors
interfere with client relationships
Your relationship remains primary.
When Clients Typically Need This Strategy
Professional partners often identify situations such as:
Strategy Discussion
We review the client’s high level profile to determine whether advanced planning may be appropriate.
Collaborative Design
If aligned, we coordinate with your office to ensure consistency with legal and tax planning objectives.
Implementation Support
We handle policy design, financing coordination, and implementation logistics.
Ongoing Oversight
We remain involved for monitoring and adjustments as client circumstances evolve.
Why Professionals Choose to Work With Us
Our objective is alignment not disruption.
Conservative approach
Clear communication
Transparent assumptions
Respect for professional boundaries
No competition for advisory control
Long term client focus
Referral Transparency
All referrals are handled professionally and ethically.
Compensation structures, where applicable and permitted, are disclosed in accordance with applicable regulations and professional standards.
We are happy to coordinate directly with your compliance requirements.
The Value to Your Clients
When structured appropriately, this planning approach may help clients:
preserve liquidity
protect estate plans
reduce pressure to liquidate assets
enhance long term planning clarity
This can strengthen your client relationships by offering solutions, not products.
The Value to Your Practice
Professional collaboration allows you to:
expand planning capabilities
deepen client trust
retain complex relationships
provide proactive solutions
avoid referring clients externally
Begin a Professional Conversation
If you serve clients who may benefit from advanced liquidity or estate planning strategies, we welcome a conversation.
- No pressure.
- No obligation.
- Just clarity.