Advanced Markets: Premium Finance Opportunities and Strategies

Sep 12, 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. Plus, we have a concept that turns Premium Finance into the ultimate term conversion strategy.

Useful applications for Premium Financing include:

  • Estate Planning

  • Retirement Planning

  • Charitable Giving

  • Strategic Business Planning

  • Private Pension Funding 

Want to learn more about the term conversion strategy and see it in action? Give our Agent Relationship Managers a call today at 480.296.0169 and ask to go over the case study! 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.

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