Get In Touch!
We'd love to hear from you.

Please Fill Out the Form Below:

Please Fill the Form Below:

A few ways to connenct:

Follow Along!

Sign up for all the latest
news, info and updates!

First Name

Last Name

Email

980 Enchanted Way, Suite 106 | Simi Valley, CA 93065 | 805 583 2307

SITE MAP • PRIVACY POLICY • DISCLAIMER •

Level 1: The Basics

What is it and how does it work?

History of Premium Financing

Designing a case

Choosing the correct carrier and lender

Design to funding, what to look for

Income designs

Coming Soon

Level 2: Taking to the Next Level

Business Uses

Conceptual sale, unreading the spreadsheet

Addressing Objections

Cash value riders and assets-based multipliers

Estate plan using PF maximizing Crummeys

Level 3: Becoming an Expert

Developing COIs

Leveraged Split Dollar

Designing to failure (stress testing)

Deferral with Premium Financing

Get In Touch! We'd love to hear from you.

Please Fill Out the Form Below:

Please Fill the Form Below:

A few ways to connenct:

Follow Along!

Level 1: The Basics

Level 2: Taking to the Next Level

Level 3: Becoming an Expert

Get In Touch!
We'd love to hear from you.