Life Insurance Premium Financing (LIPF) is a sophisticated strategy for affluent clients and has been mismanaged or poorly executed. For that reason, there is trepidation and hesitance among producers to engage in this process – even if it may be in the best financial interest of their client. This is through no fault of their own. The resources and tools for assistance have been under par and finding help was not easy.
Enter A Smarter Way to Protect: Life Insurance Premium Financing. This course teaches core competencies on the various aspects related to structuring premium finance cases. Topics include: insurance and loan options, plan structure, exit strategies, and case studies.