Our Role
Where Capital Finds Alignment
Aeternus Financing Solutions 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:
- Customized lending solutions through trusted financial institutions, from unleveraged to fully leveraged strategies
- Expertise in insurance-based lending and wealth optimization strategies
- Structuring solutions that align with both short- and long-term planning objectives
- Collaborative, transparent approach that integrates seamlessly with your advisory team
- Lending strategies designed with compliance and long-term sustainability in mind
Leadership
The Team
Jason Knight leads strategic financing at Aeternus Financing Solutions, supporting personal life insurance strategies that require flexible, well-structured funding solutions. He brings deep experience, supporting over $3B in facilitated and managed lending structures, with a focus on aligning financing to long-term planning goals. Aeternus Financing Solutions is a division that operates behind an information barrier from the rest of Aeternus. We maintain strict separation of information between divisions – therefore preserving insurance brokerage confidentiality.
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 Financing can benefit your practice.