There are two planning levels of premium financing with life insurance:
Basic planning, which includes estate, business continuation, key personnel and Dynasty Trust revitalization.
Advanced planning, which addresses multiple generation, charitable giving and group executive benefits. This episode is a thumbnail sketch that touches on all these strategies that can position your practice as a major alternative to traditional planners and build out your business with a unique approach.
Steve, Bruce and Rick do a Cliff's Note version of these strategies to whet your appetite for institutional premium financing. Steve is a national financial columnist, blogger and money color commentator. Steve’s special guest is Bruce Haydu, CFP and Rick Veit, CFP, JD.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Steve is the number one online author and videographer of insurance content. During his 30-year career in the financial services industry,... More