Wealth Enhancement Strategies

The AFG Difference

Unique, Customized, Dynamic Financial Solutions To Meet Your Individual Needs

Our Leadership

Collectively, our talented team of professionals has extensive insurance, investment and business experience. Our diverse industry backgrounds, coupled with our ingenuity…

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Premium Financing

At ARI Financial, we use life insurance as a financial vehicle to provide personalized, customized, and dynamic solutions for our clients’ wealth enhancement and…

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Our Partners

At ARI Financial Group, we take pride in our communities. We support them. We are actively involved in them, and we appreciate them. From our founding moment…

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Customized Solutions & Creative Planning

The AFG In Brief

Our expert advisors have developed the niche market of Premium Financing Whole Life Insurance strategies for those who reside domestically and internationally. Over time, our concentration in this area has led our boutique firm to become the foremost provider of financed Whole Life strategies.

With more than half-a-billion of financed premiums on the books, ARI Financial Group is the leading provider of Premium Financed Whole Life strategies.

Due to the nature of life insurance and international financing and tax regulations, the complex structures that ARI Financial Group offers must be tailored to each client’s unique domicile and residency.

Our strategists are highly knowledgeable on the intricacies of foreign national cases and will work closely with foreign clients to ensure their United States situs assets are protected. We do so by undergoing a unique underwriting process with each foreign client and closely monitoring all policies to ensure they are compliant with the constant flux of international law.

Over the years, ARI Financial Group has developed relationships with top-tier business affiliates to complement our own seasoned and experienced team of proven professionals with backgrounds in legal, finance, accounting, asset management, and tax planning.

Our partnerships include relationships with family offices, advisors, law firms, CPAs, sports agents, asset managers and private bankers.

We have offices in major U.S. markets including Miami, New York City, Chicago, Los Angeles and Palo Alto.

ARI Financial Group prides itself in its robust In Force Review Team and proprietary software. Our software optimizes models to measure policy and loan performance in a highly involved and complex manner.

From the design of the product to the enhancement of your wealth and management of policy—we are with you every step of the way.

Our Strategies

International Estate Planning

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Business Use

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Multi-Generational Planning

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Corporate Giving

Partnerships