Join Senior Financial Services Managers, Jon Scaman and Suzy Turner, as they provide a high level view of the Leveraged Planning® solutions for businesses, identify potential business uses, illustrate how the solutions work through a case study, and review potential risks in case design when not working with an experienced premium financing company such as GFD.
Wednesday, March 17, 2021
1:00pm – 2:00pm Eastern Time
Join Senior Financial Services Manager, Jon Scaman, as he walks you through how to present the Leveraged Planning solutions to clients. From the Rule of 72 and compressed time frame to how to use other people’s money to your advantage, Jon explains the concepts that make Leveraged Planning solutions work. Each attendee will receive access to the customizable PowerPoint presentation to begin offering these solutions to clients right away.
There’s a new spin on an old regulation and it could make 2021 your best year ever for marketing life insurance premium financing. To help you understand the benefits and opportunities of the changes to regulation 7702, we invite you to join Christopher Layeux, MBA, CLU, ChFC, SVP of Sales for Global Financial Distributors, for an information-packed webinar. From potential enhancements to policy performance to expanded potential for estate and business planning strategies, Chris will go over the many ways that life insurance premium financing will benefit from the changes to regulation 7702. If you’re interested in life insurance premium financing, you don’t want to miss this webinar!
Tuesday, March 30, 2021
1:00pm – 2:00pm Eastern Time