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READ THE BOOK
The Book on Premium Financing
This book addresses everything you need to know about premium financing, including:
How high interest rates affect premium financing
How to introduce PFLI to your high net worth clients
Which PFLI loan model is right for specific clients
The difference between responsible leverage & irresponsible leverage
How PFLI can be used in estate tax planning
When PFLI should be used for retirement planning
Who PFLI is right for (and who it is wrong for)
INDEXED UNIVERSAL LIFE INSURANCE
Everything you need to know about IUL
This book teaches you how to become an expert on IULs, with topics including:
How is the 0% floor created?
How is the cap created?
How do policy charges affect net returns?
Which index option is the best?
Are IULs appropriate for estate tax planning?
Should IULs be used for retirement planning?
