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White Label Material

License our inclusive suite of marketing material (PDFs, Power Points, White Papers) available to white label as your own. Upload your contact information and company logo and your new marketing piece is ready to go!

As your back office, inspire competence in a range of practice areas through our know how and value add

This White Paper discusses premium finance in a first class agent/client presentation. Including, overview, case study, and FAQs

This presentation piece outlines plan structure, benefits of financing, loan repayment options, financing overview, client qualifiers, tax information, and a comprehensive timeline for case completion. It is a terrific piece for the client and their advisors.

This presentation demonstrates the benefits of key-man planning, key-person insurance with a vesting schedule, and more using life insurance premium finance