Voyant integrates insurance structures into the broader tax and capital framework — modeling policy durability, liquidity impact, and estate alignment within a unified plan.
Demonstrate the impact of decisions surrounding:
Permanent Insurance
Evaluate cash value as a long-term capital asset. Analyze dividend behavior and loan activity to understand how permanent coverage influences liquidity, tax positioning, and capital durability over time.
Protection Planning
Model long-term care as a liquidity event within the broader financial plan. Quantify how funding strategies influence retirement income, asset allocation, and estate exposure under stress.
Private Placement Life Insurance
Model customizable policy structures designed for sophisticated portfolios. Evaluate policyholder-directed investment strategies within a tax-advantaged framework.
Insurance Planning
Quantify the structural impact of insurance strategy.
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