Podcast Episode 61 – Leveraging Capital: Rethinking Premium Financing and Legacy Planning with Skyler Wanberg
Episode 61 is now available on Bridgeford Trust Company’s Delivering Direction & Control podcast!
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Skyler Wanberg – Executive VP, Legacy Funding at Leverage Capital Partners – for a conversation on innovative premium funding strategies and the role life insurance can play in sophisticated legacy planning.
Skyler shares his entrepreneurial journey—from launching a life insurance brokerage at 19 to building and exiting companies across several industries before ultimately returning to insurance. David and Skyler then compare traditional premium financing with Leverage Capital Partners’ model, examining how existing assets and customized funding structures may be used to fund large life insurance policies with little or no out-of-pocket cost.
Through examples involving professional athletes, business owners, and multigenerational families, they explore how these strategies may support estate tax planning, create tax-advantaged income, and preserve wealth across generations. They also discuss the importance of independent trustees and advisors, Irrevocable Life Insurance Trusts, Private Placement Life Insurance, and how these tools can work alongside South Dakota trusts as part of a comprehensive legacy plan.
You can listen to our latest episode on Bridgeford’s podcast page, Apple Podcasts, iHeartRadio, Spotify, and SoundCloud—or watch it on our YouTube channel.
Bridgeford Trust Company’s Delivering Direction & Control podcast was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful trust planning opportunities available to advisors around the country and the world—all in an effort to deliver far more direction and control to clients and their advisors than ever before. Check out all of our episodes here: bridgefordtrust.com/podcasts.
If you have questions on any of the topics discussed in this latest episode, don’t hesitate to reach out to us via our contact form or call us at (605) 224-9189.
