How can you determine if this solution is in your client’s wheelhouse? Here are a few criteria that can help you decide if it makes sense.
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Tag: Premium Financing
What Is Premium Financing? Your Definitive Guide to a Potentially Life-Changing Solution
If you’ve ever had questions about premium financing or considered it a potential solution, this article was written for you.
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Premium Financing Life Insurance: How It Works and Why It Can Work for You
If you’re a high net worth individual or own a business, premium financing life insurance can make a lot of sense.
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6 Prospecting Tips to Capture Leveraged Planning Clientele
The following are several time-tested strategies that can help you pinpoint prospects that stand to benefit from leveraged planning and the power of putting borrowed funds to work.
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Premium Finance FAQ: Answering Your Most Common Questions Related to Premium Financing
We know you likely have a lot of questions about premium finance for life insurance. This should give you some answers.
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How COVID Has Reshaped Views of Life Insurance
When it comes to coverage, close to one-third of people in the U.S. say the coronavirus has made it more likely they will obtain a life insurance policy
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4 Ways to Establish Better Client Relationships
Learn four simple ways to strengthen client relationships, improve client retention and grow your business.
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3 Benefits of Premium Financed Life Insurance
Life insurance policies can facilitate business succession, estate planning and retirement goals—but they offer even more benefits when secured through premium financing.
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4 Critical Premium Financing Questions
As with all wealth strategies, whether life insurance premium financing is a smart solution depends on your clients’ circumstances.
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Identifying Premium Financing Clients
Life insurance premium financing can be a boon to your client’s estate planning needs.
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