Our Role
Where Capital Finds Alignment
Aeternus provides dedicated financing support aligned with sophisticated life insurance planning. We work alongside advisors and their clients to structure, place, and manage financing strategies that support long-term objectives, without reliance on a single institution or off-the-shelf solution.
Our role is to bring clarity, discipline, and execution to complex financing decisions, ensuring capital supports the broader strategy.
Application
How Financing Supports Your Cases
We approach financing as a strategic component of planning, not a standalone solution. Our team works directly with lenders on behalf of advisors and their clients, managing the full financing process from placement through renewal.
We support your cases by:
- Assessing whether financing is appropriate within the overall insurance and planning strategy
- Structuring and placing financing solutions across lending partners
- Managing renewals and ongoing lender relationships over the life of the strategy
- Coordinating financing alongside underwriting, modelling, and actuarial analysis
- Reducing complexity and execution risk by managing details end to end
Leadership
The Team
Jason Knight leads strategic financing at Aeternus, supporting personal life insurance strategies that require flexible, well-structured funding solutions. He brings deep experience from private banking and corporate credit environments, with a focus on aligning financing to long-term planning goals.
Jason’s work focuses on financing strategy and execution, including:
- Insurance premium financing and collateralized lending solutions
- Structuring credit to support complex insurance strategies
- Navigating lender requirements to support efficient implementation
- Coordinating financing alongside advisory and actuarial planning
Value
Benefits to Your Practice
- Offload financing execution while maintaining ownership of the client relationship
- Access flexible financing solutions without institutional bias
- Strengthen long-term outcomes through disciplined structures and ongoing management
- Deliver continuity and confidence across placements, renewals, and evolving client needs
Support Your Clients. Strengthen Your Practice.
Connect with our team to learn how Aeternus Insurance Brokerages can help you navigate complex cases with clarity and confidence.