About Us

Services: The Process

Atlast Financial Services, LLC reviews the annual billings of a professional to determine an asset value and facilitates a low interest only loan to a client or its corporation, the proceeds of which fund the magnifier advantage. Atlast customizes the elected method using life insurance and annuities with guaranteed minimum interest rates while, at the same time, offering the highest level of protection allowed by law against potential liability claims. By utilizing the magnifier advantage program, every professional who generates billings can:

  1. Leverage this asset into a tax advantaged supplemental retirement income
  2. Protect this asset from creditors in the only manner allowed by law
  3. Achieve a guaranteed, tax-advantaged rate of growth

Step by Step

  1. Atlast receives a completed and signed Feasibility Study. Atlast Feasibility Studies can be faxed only if the original is to follow in the mail. Atlast requires an original signature on this form.
  2. Atlast provides a preliminary financing approval or declination within 48 hours.
  3. Atlast receives a completed and signed Personal Data form (PDF). PDF’s can be faxed only if the original is to follow in the mail. Atlast requires an original signature on this form. At the same time, the client (1) reviews and accepts the Client Responsibility Form (CRF) (2) begins to collect the requirements listed for the financial underwriting and (3) provides insurance underwriting information to the producer for submission to Atlast.
  4. Atlast submits the application to the appropriate insurance company and the financials to the appropriate lender.
  5. Insurance and financial underwriting is completed.
  6. Closing documents are prepared by the lender and Atlast and forwarded to the producer, along with the insurance contract.
  7. Producer executes the closing with the client. The lender retains possession of the insurance contract.
  8. Upon receipt of the closing documents and contract, funds are wired from the lender to the insurance company.

It is our goal to have cases processed as quickly and efficiently as possible. The timing depends a great deal upon the cooperation of the client (see "Client Responsibilities Form") and can take anywhere from 30 days to 75 days, depending upon collection of information by the producer and insurance underwriter.