Miami Beach, FL–(HISPANIC PR WIRE)–November 29, 2007–Banyan Life Financial, a South Florida based specialist in life insurance financing, which focuses in multi-generational wealth transfer and inheritance tax mitigation for the elder affluent market, has been selected by Goldline Research as one of the Ten Most Dependable(TM) Wealth Managers of Florida. The list of the Ten Most Dependable(TM) Wealth Managers of Florida is published in Forbes 400 Magazine “The Richest People of America” (Special Edition) October – December issue.
“This Award is a distinct honor for us; we are a young and rapidly growing company in an emerging industry, so we are proud that our efforts and client satisfaction are being recognized,” says Jon Kidd, CEO of Banyan Life Financial. Banyan magnifies the wealth of families nationwide by supplementing their estate plan with financed life insurance.
“We are pleased to have Banyan Life Financial on this list” said Ryan Kluft, Publisher of Goldline Research. “This company exceeded all of our industry criteria and had outstanding client references.” Over 3,200 wealth managers and financial planners were reviewed regarding the list, and the response was overwhelming.
Banyan Life Financial offers specialized expertise in life insurance premium financing and other areas of wealth management for affluent families and charities nationwide. Banyan is unique in the solutions it provides for multi-generation wealth protection and enhancement. Banyan facilitates premium financing, whereby the client borrows to pay the life insurance policy’s premiums, thus retaining their assets for continued investment. Banyan Life Financial believes in the long-term value and benefits relative to the use of life insurance for wealth transfer and mitigating inheritance tax exposure for clients and their beneficiaries. Focused primarily on financed life insurance for the elder affluent market, Banyan provides its clients solutions that allow them to transfer additional wealth to their beneficiaries, which are most often heirs and, to a lesser extent, a favorite charity.
Banyan Life Financial brings to the market fully-disclosed premium loans, which are insurance carrier recognized, and measures its success by enjoying a high rate of client referrals and maintaining a high standard of integrity with clients, advisors, CPA’s, charities, and estate planners nationwide.
Goldline Research is a list research and publishing company specializing in investigating the credibility and performance of companies in a variety of professional services industries for selective inclusion in their published The Most Dependable(TM) lists. Goldline Research works closely with leading professionals in professional services industries to develop criterion for each industry, which forms the basis for its selection process. Goldline Research’s lists have appeared nationwide for over 4 years in a wide variety of print publications such as Southwest Airlines SPIRIT Magazine, Texas Monthly, San Diego Magazine, Chicago Magazine, Boston Magazine, Philadelphia Magazine, United Hemispheres Magazine, Delta Sky Magazine, Forbes, LA Magazine and Phoenix Magazine. In order to be selected to a Most Dependable(TM) list, firms must meet all of Goldline Research’s industry criteria, have no consumer complaints, lawsuits or disciplinary actions and provide client references that are checked and scored based on a proprietary scoring system.
For further information on Banyan Life Financial products and services, please contact 305 695 8052.