Learn how life insurance premium financing can help your clients use life insurance to reduce out-of-pocket medical expenses without liquidating assets for premium payments.
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7702: A Number to Know About Now More Than Ever
We’ll explain what Section 7702 says, what led to its creation and how new legislation may affect cash value life insurance policies moving forward.
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Colleges Coax Elite Coaches with Split-Dollar Life Insurance
Increasingly, elite college athletics programs are using split-dollar life insurance to recruit and retain coaches.
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Are Higher Taxes Coming?
Changes of any kind can bring a lot of uncertainty and apprehension, but this is especially true when they can affect you and your family financially.
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Selling Insurance Successfully in a Virtual World
How should you respond to the new normal for insurance selling and shopping so you can be successful?
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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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The Truth About 3 Premium Financing Myths
Life insurance premium financing ensures your clients can leave their other investments in place while still taking advantage of life insurance benefits, provided you can move past three common misconceptions.
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