Every strategy we design is customized to your family's or business's specific situation — and coordinated with your CPA, estate attorney, and financial advisor.
How We Work: The Praxis Way
The strategy Praxis Insurance Partners was built around. We structure lender-financed premium strategies so you can secure significant coverage without disrupting the cash flow of your business, real estate, or investment portfolio.
Off-the-shelf policies rarely fit a complex balance sheet. We design large, custom policies with carriers who specialize in jumbo cases, built around your actual liquidity, tax, and legacy needs.
Protect the people your business can't run without. We help you fund key person coverage and executive benefit packages that retain top talent and protect your bottom line.
Federal estate taxes can claim up to 40% of a taxable estate. We design liquidity strategies so your heirs are never forced to sell the business or the land to pay the IRS.
See the five ways to fund it →
We help business partners design and fund buy-sell agreements using strategic life insurance, so ownership transitions smoothly and remaining owners retain control when it matters most.
Is your buy-sell keeping pace? →
When some heirs run the business and others don't, we use life insurance to divide an estate fairly among them — without forcing a sale or a family dispute.
See how equalization works →
Tax-efficient wealth transfer strategies that let you pass on what you've built with clarity and intention, generation after generation.
When growth creates a tax emergency →
We work with your estate attorney to structure and fund irrevocable life insurance trusts (ILITs), so your legal plan and your insurance strategy actually work together.
We help families maximize philanthropic impact using life insurance structures that let you give a larger gift than cash alone would allow.
Facing a lapse notice or a premium increase on an old UL or SUL policy? We help you evaluate every option before you let a policy go.
That's exactly what the first conversation is for. No cost, no obligation.
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