CDP Insurance Services, INC specializes in life insurance premium financing for the ultra-wealthy and mass affluent.




The typical high net worth client has amassed enough wealth that their estate will be subject-to estate tax, in some cases both federal & state...READ MORE


CDP Insurance Services, INC offers a series of benefits in identifying the client, presenting the premium financing solution and...READ MORE


WHAT IS PREMIUM FINANCING? It allows high net worth clients to obtain valuable insurance protection with little impact to current cash flow...READ MORE


“Allows High Net Worth Clients To Obtain Valuable Insurance Protection With Little Impact To Current Cash Flow and/or Investments”