Basic and advanced planning with premium financing

By Steve Savant

Ash Brokerage Corporation


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.