Before You Begin - Case Design


SterlingBridge offers one of the highest informal to formal case packaging ratios in the industry. With our in-depth carrier knowledge and up-front research, we create the strongest case the first time, resulting in a quicker turnaround and a higher quality offer. We provide overall recommendations and case consultation to help brokers determine the best sales strategy.


Areas of Expertise in Case Design:


  • Premium Financing
  • Life Insurance Protection Assessment
  • Capital Transfer
  • Executive Bonus
  • Supplemental Retirement Income Plan
  • Charitable Remainder Trusts (CRTs)
  • Private Split Dollar
  • Nonqualified Deferred Compensation
  • Annuity Maximization
  • Intergenerational Split Dollar
  • Sales to an IDGT or ILIT
  • Dynasty Trust
  • Key Person Life Insurance
  • Education Funding With Life Insurance
  • Controlled Executive Bonus
  • Irrevocable Life Insurance Trust (ILIT)
  • Split Funded Plans
  • Split Dollar Life Insurance
  • Group Term Carve-Out (Section 79)
  • IRA Maximization
  • Leveraged Credit Shelter Trust
  • Pension Rescue
  • Policy Review
Case Design