Business Succession – 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!

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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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The Business Owner Opportunity (Mini Series Ep. 6)

By March to a Million | January 7, 2026

Most small business owners work tirelessly for decades building something meaningful, yet many walk away with far less than they deserve.

What separates those who capture real value from those who simply close their doors?

This week, Greg DuPont explores the hidden planning gaps that prevent business owners from realizing the full value of their life’s work. He reveals why most businesses under $10 million struggle to sell, how to structure exit strategies that actually work, and the critical conversations advisors must initiate to protect their clients’ legacies. Greg also shares the “bag of tricks” approach that helps attorneys and advisors ask the right questions at the right time.

Greg discusses:

Why most small business owners can’t sell their businesses for a reasonable value despite years of work
How to structure exit strategies using key employees and golden handcuffs to maintain continuity
The power of asking “What needs to happen in 5-10 years for you to be happy?” to transform planning
Why business owners view their companies as family, and how legacy thinking drives all decisions
The entity structure trap and how outdated business structures drain thousands in unnecessary taxes
And more!