Alpen Asset Advisors arranges financing of premiums for Jumbo Insurance, a high value lifelong insurance policy, through partner banks.
Provides immediate liquidity and cash flow for the financial support of families.
Equitably distributed wealth between both family members who are involved in the business and those who are not.
Protects current assets and means of wealth creation.
Maintains the support of philanthropic activities even after one's lifetime.
Ensures the provision of liquidity to the surviving partner to buy the shares from the family of their deceased partner, thereby promising control and ownership of the business.
Securing insurance for the key person in the organization to guarantee liquidity for the transfer of business acumen to the successor.