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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

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

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

Developing COIs
Leveraged Split Dollar
Designing to failure (stress testing)
Deferral with Premium Financing