Premium Financing

I’m Chuck Fredrick.  I turned 85 on April 2. I have been a stockbroker, a financial planner for over 40 years.  I have not sought out any new clients for 3 or 4 years. But now I’ve been blessed with an opportunity that no other stockbrokers, financial planners, insurance agent, fiduciary, CPA, or attorney can offer in Nebraska, Iowa, or Minnesota.

It is a new strategy in premium financing. Premium financing has been used for over 40 years.  This new strategy has never before been offered in the United States.  This plan uses the banks- J.P. Morgan-Chase, Mellon Bank, and Goldman Sachs.  The insurance companies we use are Zurich Global Life (the third largest insurance company in the world), Global Atlantic, Penn Mutual, Nationwide, and Pacific Life.  

Here are some of the ways my partner and myself can be of help to you:  

A new, proprietary and exclusive program that has never been available before in the U.S., with “game changing” features designed for the benefit of affluent and high net worth individuals and corporations.

We can provide you with a multi-million dollar life insurance policy, with no out-of-pocket cost to you, that at your death can double, or even potentially triple your net worth, depending on your current net worth, all income and estate tax-free.

We can provide you with a multi-million dollar life insurance policy, with no out-of-pocket cost to you, that will provide immediate annual donations to your favorite charity for the remainder of your lifetime.  At your death, the charity can receive a potential multi-million dollar endowment that can provide income to the charity in perpetuity.

We can provide a Key Employee Retention Design that will provide employees a tax-free retirement income for life and a multi-million dollar death benefit.

“I would like to show you how we can provide you with a multi-million dollar life insurance policy at little to no out-of-pocket cost to you.  In the future this policy may provide you with a tax-free retirement income that is guaranteed to last for the rest of your life, potentially millions of dollars.  At your death, an additional multi-million dollar life insurance benefit will be paid to your beneficiaries/family, all income tax-free. Again, all that with little to no out-of-pocket cost to you.”

Many of you don’t know me, but I wouldn’t come out of retirement unless I had with my partner exclusiveness in Nebraska, Iowa, Minnesota, and North and South Dakota.  This is a win, win, win situation.  To see if you qualify for this premium strategy, please email me at or call me at 402-292-3823.

Some people think this is too good to be true.  At my age, I’m not doing anything that is not for real. Just think, the bank and insurance companies I mentioned would not be involved in a strategy that wasn’t legitimate.

Thanks for reading and I look forward to hearing from you.

Chuck Fredrick