Life & Disability

These products allow for wealth and estate planning and stability. Our experts work with you to select the appropriate products for your specific financial objectives, whether for business or personal needs.

Our products and services include but are not limited to:

  • Individual Life Insurance
  • Key Person Programs
  • Buy Sell Arrangements
  • Estate Planning      
  • High Limit Disability
  • Executive Disability
 

Resources

  • Want to learn more about these products? Please visit our Resources section
 

Case Study: A-List Asset Protection

Momentous designed a personal disability policy for one of Hollywood’s A-List actors. Working with the client’s business manager, they customized an income replacement disability policy that offered meaningful benefits based on the actor's ability to earn an income. The policy would pay the actor a multimillion dollar aggregate benefit in the event of a disability, and to adequately cover the actor's affluent lifestyle, the policy was structured to pay a large monthly stipend. If after 60 months the actor was deemed permanently disabled, they would receive a lump sum tax free payout to cover loss of future earnings. This was just part of the overall financial planning that Momentous provides its unique and talented clients.

Case Study: That's Life Insurance

An independent film company was securing a large loan with a myriad of lenders. Each lender required several million in key-person life insurance on the two principal owners of the production company. Each lender's legal team had to review and approve the application process and final policy wording. We were able to keep all parties satisfied that the terms of their respective deals were met. We successfully wrote the life insurance coverage and were able to expedite the underwriting process to finalize the policies in time for the loan to fund. Now our client can "green light" and produce their projects, coming soon to a theater near you!

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