CBA Premium Funding

CBA Premium FundingCBA Premium FundingCBA Premium Funding

CBA Premium Funding

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Innovative Nontraditional

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Premium Financing Solutions for Discerning Clientele 

Innovative Nontraditional

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Premium Financing Solutions for Discerning Clientele 

Our premium financing team employs modern strategies & case design techniques to achieve efficient life insurance funding alternatives for high net worth clientele.


Premium financing has been a valuable financial planning tool utilized by the High Net Worth community for more than 30 years. When deployed as an advanced strategy for achieving complex wealth management goals, third-party premium financing can be astonishingly effective


* Clients who meet specific financial criteria can access a proprietary, patented funding program.

Areas where premium financing is traditionally utilized

Estate Planning

Business Planning

Business Planning

Providing tax free dollars outside of the estate to fund future tax liabilities.

Business Planning

Business Planning

Business Planning

Buy Sell ~ Key Person Funding Strategies

Charitable Giving

Business Planning

Charitable Giving

Leverage programs that empower donors to accomplish more


If you are a Financial Planner, CPA, Attorney our firm is well equipped to handle your cases from inception to completion. We collaborate with other like-minded professionals who are looking to combine wealth transfer strategies with efficient funding techniques.


As an independent firm, we focus solely on serving your needs and the needs of your clients at all times.  

Partners in Planning ~ Partners in Success

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CBA Premium Funding is a DBA of Cascade Brokers Alliance Inc


* $500K minimum annual premium required 

* Program access by invitation only - NDA required

  • Estate Tax Planning
  • Estate Equalization
  • Buy Sell Funding
  • Charitable Giving
  • Contact