What We Do

Our Proven Strategy

The Monolith Group utilizes the capital markets to access long term premium debt funding, giving clients the ability to access funds as if they were a Fortune 100 company. This allows the client or company to access funds at the lowest possible rate in the marketplace at 7 day paper rates.

This type of funding eliminates or drastically reduces all the risks associated with traditional premium financing to include:

• Interest Rate Risk
• Spread Risk
• Renewal Risk
• Time Factor Risk
• Personal Guarantee Risk

Trademarked Solutions Customized for You

The Monolith Funding Strategies Plan™ is a game changer in the premium finance business. The Monolith team has helped many high-net-worth individuals provide for the efficient accumulation and transfer of wealth and we look forward to working with you to bring the benefits of our unique structure to your clients.

We have been in business since 2004 and are the inventors and founders of Direct Pay Letter of Credit financing for life insurance, otherwise known as “VRDO” or Bond Financing. We have orchestrated the funding for hundreds of life insurance policies equating to approximately 2 billion dollars in premiums.

Don’t be confused by imitators as we are the inventors of this financing methodology and carry endorsements by:

• The National Network of Estate Planning Attorneys
• The Wealth Strategies Institute
• Wealth Counsel
• The Esperti Peterson Institute for High Net Worth Planning
• Along with numerous Estate Planning and CPA firms across the country