Join Jim Magner as he explains how premium financing can be used to finance large premium cases. Jim’s presentation will help you understand key terminology used in the space and give you an overview of how premium finance is being used to fund wealth transfer and business cases.
You will learn:
- What premium financing is
- Why it is so popular
- The target market for premium finance
- Due diligence factors for evaluating programs
- Risk evaluation
- The importance of illustrations/presentation packages
Society of Financial Service Professionals (societyoffsp.org)
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