GB Financial Group, Inc. has secured a partnership with a nationally chartered bank through its subsidiary, Windward Capital Partners, LLC to provide a highly competitive lending facility in the traditional life insurance premium finance space. Windward Capital Partners, LLC has commenced lending activity during a highly successful initial small scale roll-out period. Feedback from life insurance agents on the flexibility and optionality has been very positive. It was frequently remarked that Windward Capital Partners' lending facility is unlike any of the offerings by its competitors.
Rene Stuifzand, Director of Lending, was integral in designing and launching this lending platform. Rene’s 20 years of experience and great reputation in the life insurance premium finance space lends substantial credibility to this facility. Rene stated “Windward Capital Partners, LLC lending platform is unlike any I’ve helped create because it was designed by and with life insurance experts who specialize in the traditional life insurance premium finance space.”Bracknell Baker, Managing Partner, GB Financial Group Inc., added: “We created a product that meets all of the requirements for lending in this space, where we have an unparalleled understanding of the inherent intricacies when using premium financing in an estate planning or key man life insurance case.”
The GB Financial Group (gbfinancial.com) is a financial services firm specializing in wealth preservation and wealth transfer solutions for the affluent client. From offices in Boston, Chicago, Los Angeles, and New York, the GB Financial Group provides life insurance-based solutions for a global clientele.
GB Financial Group Inc. (windcapllc.com) has distinguished itself within the affluent marketplace by vertically integrating design, underwriting, servicing, financing and management of financed insurance solutions.