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Training Calendar
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
