As your trusted advisors, Opus Funding Partners and Marcum LLP present “ESOP Repurchase Obligations – a New Way to use Permanent Life Insurance”

Are you concerned about the impact your ESOP repurchase obligation might have on your present and future cash flow?

If so, please join us on Wednesday, May 19th at 1:00pm for this complimentary and information webcast where we will explore an exciting new approach to address this daunting issue.

In the webcast, you will learn about:

  • How to effectively manage ESOP Repurchase Obligations using permanent life insurance with no to minimal capital outlay
  • The attributes of Indexed Universal Life Insurance
  • The Opus Funding Program, a better way to purchase permanent life insurance
  • The benefits of Guaranteed Issue life insurance with no medical exam

About Opus
The Opus team includes a group of seasoned insurance, finance, and legal executives whose extensive experience helps guide partnering advisors and their clients with the financing of life insurance premiums in the most effective and cost-efficient manner possible.  The team has over 100 years of combined experience in the structured finance, legal, and insurance industries, including a former partner and Global Head of Structured Finance at Greenberg Traurig, a former member of the Carlyle Group and founder of National Financial Partners (NFP), the Founder and CEO of the leading Transamerica BGA for 10 consecutive years, and a pioneer in structuring some of the first capital markets securitizations as an investment banker at  RBC Dain Rauscher and Security Pacific Merchant Bank.