Who Is Finance For Life?

Finance For Life was founded in 2004 by Ronnie Katz. As an experienced CPA and life insurance agent, he was often approached by advisors of clients who had a large net worth, but illiquid assets. These clients knew about the protective strength of a large face UL policy, but were reluctant to disturb a lifetime of carefully crafted corporate, trust and estate planning to liquidate cash for expensive premiums. Clients and their advisors often needed a partner to help them handle the structured financing aspects of their senior planning cases, someone to assist them in leveraging the client’s assets in most profitable way, with the least disturbance to their cash flows.

The goal of our firm is to provide affordable, leveraged life insurance coverage, using creative strategies to maximize death benefit and minimize client out of pocket.

Our staff includes professionals with decades of experience in insurance and financial markets. We have a dedicated staff of case managers, closing managers and analysts that take a personal concern in each client, and have a high level of expertise in the mechanics of structured life financing. In addition, we employ a research and relationships expert who is constantly searching the marketplace for the best and most proven methods for lowering the total cost of purchasing life insurance.

Contact Finance For Life™

Finance For Life, LLC
5350 Poplar Avenue
Suite 550
Memphis, TN 38119
Phone
901.763.0098
Fax
901.763.0058
Toll Free
877.763.0098
Information:
info@financeforlife.com
Cases:
cases@financeforlife.com