Join my Exclusive Virtual Bootcamp on premium financing, delivered live via Zoom, where I break down our 7 PFLI loan models—from managing collateral risks to applying strategies for estate tax and tax-free retirement planning.

In this direct session, you will learn who benefits from PFLI, how to introduce the concept to clients and referral networks (CPAs, attorneys, RIAs, etc.), and get real-time answers as I share the exact process I use with financial professionals to drive client success.

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I will also be talking about how to “sell” the concept… in other words, how to introduce the concept to your clients, as well as circles of influence (e.g., CPAs, attorneys, RIAs, etc).

Last but not least, I’ll be discussing the “process” of how I work with life insurance agents and financial advisors when it comes to jointly working with the clients.

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