First Step to Setting Up a FPF

Find the right company

The first step in creating a private fund is locating a company, that have the proper financial professionals, who are well versed with the function of fixed and equity indexed universal insurance policies.

Some of the things your company’s financial professional should be able to help determine.

• What is the amount of insurance you will need to meet your goals
• What are the MEC limits
• How the structure the policy properly to maximize performance

To sum up your company should have a financial professional should know how to structure your policy in a way to meet your financial goals.