An Attractive Wealth Strategy for High Net-Worth Individuals

Available Date

Tuesday, May 3rd, 2022: 12:00 PM Eastern
CPE Credits 1.0 hour
Course Level Basic
Prerequisites None
Course Description:

High net-worth individuals have a need for life insurance, but seldom want to interrupt cash flow or liquidate high
earning assets to pay for premiums. For those who qualify, Premium Finance allows high net-worth individuals to
acquire large life insurance policies with minimal out of pocket expense via leveraging their existing assets. For decades,
Premium Finance has been a strategy used by high net-worth individuals to establish life insurance as an alternative
asset class while leaving their current investments uninterrupted. In this course, you will learn how to identify a properly
designed Premium Finance program and how when properly structured, use Premium Finance to mitigate federal estate
tax as well as potentially provide income tax free distributions.


Learning Objectives:

  • Learn what is Premium Finance
  • Identify who is and who is not an ideal client
  • Recognize the difference between a good Premium Finance program and a bad one
  • Discover how you can use Premium Finance to mitigate federal estate and income taxes

The event is finished.


May 03 2022


12:00 pm - 1:00 pm

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Dave Hall


Dave Hall
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