July 2026 – March to a Million

Premium Financing Strategies for Estate Liquidity and Legacy Planning with Jacob Brigati (Ep. 66)

By March to a Million | July 15, 2026

Building wealth is one thing. Creating enough liquidity to protect that wealth for future generations can be an entirely different challenge.

How can business owners, real estate investors, and high-net-worth families address estate taxes, business succession concerns, and outstanding loans without disrupting the assets they’ve spent years building?

In this episode, Greg DuPont welcomes Jacob Brigati, Premium Financing Consultant at Simplicity UFC, to discuss how premium financing can help create estate liquidity, support business succession plans, and address leveraged asset concerns. Jacob explains how financing life insurance through bank leverage may help high-net-worth families manage estate planning challenges while preserving valuable assets.

He also shares real-world examples, discusses underwriting requirements, and explains the importance of conservative planning, ongoing policy management, and creating flexible strategies that can evolve over time.

Jacob discusses:

How premium financing helps create estate liquidity while reducing upfront out-of-pocket costs
Why leveraged real estate owners often use insurance planning to address outstanding loan obligations
How business owners can create liquidity to balance inheritances among children fairly
The importance of conservative projections and ongoing policy reviews over many years
Financial and medical underwriting factors that determine premium financing eligibility
And more!

Connect with Greg DuPont:

Connect With Jacob Brigati:

About Our Guest:

Jacob Brigati is a Premium Financing Consultant with Simplicity UFC, specializing in helping high-net-worth families, business owners, real estate investors, and advisors use premium financing strategies to address estate planning, business succession, and liquidity needs. He works closely with attorneys, financial advisors, CPAs, and family offices to design life insurance solutions that can help create liquidity for estate taxes, outstanding obligations, asset equalization among heirs, and legacy planning goals. Jacob’s focus includes structuring and managing premium-financed life insurance strategies, coordinating with insurance carriers and lenders, and providing ongoing policy reviews to help clients monitor performance over time.

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Building a Retirement Strategy Beyond the Investment Account (Ep. 65)

By March to a Million | July 1, 2026

Retirement planning can feel clear when markets are rising, but harder when income, taxes, inflation, and risk all collide.

Is your plan built around a portfolio, or does it actually account for what could go wrong?

In this episode, Greg DuPont reflects on 20 years in financial services and the lessons that changed how he thinks about retirement planning. He shares why mutual funds, ETFs, tactical investing, and annuities each taught him something different, and why no single tool can carry a retirement plan on its own. He also explains the six risks retirees need to plan for and why structure matters more than chasing returns.

Key takeaways:

Why low-cost investments can still leave retirees exposed when markets fall at the wrong time
How Greg DuPont’s early years in financial services changed his view of client protection
Why fixed indexed annuities became useful only when matched to the right retirement need
How six retirement risks shape the planning process before product choices are made
Why a retirement strategy needs structure, income planning, liquidity, tax planning, and timing
And more!