Implementing Premium Finance at new banks

Establishing Life Insurance Premium Financing at New Banks

Life insurance premium finance can provide your clients with a powerful investment opportunity and provide your bank with three new sources of revenue: (1) New assets under management (to satisfy the collateral); (2) If the bank sells insurance – insurance commissions; and (3) Interest charges.

Capital Crest Financial Group provides a seamless process for banks to establish a premium financing platform. We provide the following:

  • Education
  • Interfacing between carrier and lender
  • Assisting in structure and analysis
  • Full service case design and modeling
  • Stress test scenarios and forecasting
  • Refinance and renewal
  • Policy management
  • Annual renewals
  • All forms and required legal documentation

Learn more by contacting us today!