Advanced Markets: Premium Finance Opportunities

Jan 31, 2019

Help your affluent clients increase their internal rate of return while securing the insurance they need with Premium Financing! Premium Financing is a policy-funding strategy that will appeal to affluent clients who want life insurance, but who would prefer not to liquidate their assets. Simply put, Premium Finance is a means to fund the policy you've already sold.

Useful applications for Premium Financing include:

  • Estate Planning

  • Retirement Planning

  • Charitable Giving

  • Strategic Business Planning

  • Private Pension Funding

New to Premium Financing or interested in learning how Brokers Alliance can help? Our point of sale experts are here with capital and sales support to make the process as smooth as possible for you and your client. For more information please visit myAdvisorCloud to view our information webinars or call us at 480.296.0169.

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