Premium Financing Solutions
Strategic lending for sophisticated insurance needs.
Empower high-net-worth clients with sophisticated premium finance solutions. Our tailored approach equips you to navigate complex estate and liquidity planning, enabling strategic insurance acquisition without capital sacrifice or investment disruption.
Why use Premium Financing?
Our Premium Finance solution brings clarity, efficiency, and a competitive edge to advanced estate planning and multi-generational wealth preservation. This solution is ideal for those requiring:
$250,000+ in annual premiums
A strategic component of advanced estate tax planning
Liquidity preservation for investment strategies
Smoother capital call or working capital transitions
Terms designed to flex with the client’s plan.
Built for the high-net-worth landscape.
This isn’t retail life insurance—it’s a highly customized, high-touch solutions for clients with intricate financial needs. Our Premium Finance team works directly with a specialized network of professionals who:
Focus on large-case life insurance transactions
Possess deep knowledge of life products and structures
Operate in a consultative, planning-first capacity
Serve ultra-high-net-worth households and family offices
Meet your lending partners.
Tom Yaeger
Co-Head & Managing Director, Premium Finance
John W. Dixon
Co-Head & Managing Director, Premium Finance
Let’s strategize together.
Premium financing can unlock new possibilities for your clients’ legacy, liquidity, and long-term plans. Partner with Axos to deliver a powerful blend of financial discipline and personalized structure where it matters most.