How rising rates will impact premium financing, how to structure private financing alternatives, and what opportunities this may unlock for advisors.
How rising rates will impact premium financing, how to structure private financing alternatives, and what opportunities this may unlock for advisors.
How rising rates will impact premium financing, how to structure private financing alternatives, and what opportunities this may unlock for advisors.
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Third-party premium financing is a valuable tool that high-net-worth clients can utilize to purchase much needed life insurance while mitigating gift taxes.
However, in a time of rising interest rates, coupled with potential illustrative limitations, these arrangements have become more challenging.
Join Modern Life's Ryan Mattern and Bill Ventura as they discuss alternatives to traditional financing designs and ways to approach your clients that may have a need for premium financing, including private financing and other estate planning strategies.
All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.
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