Episode #207: The Best 3-to-1 Leverage in a Premium Finance Plan


This post is intended for financial professional use only.

Taxes are an inevitable and ever-changing area of public policy. Changes in administrations at the federal level set the tone based on domestic agendas, monetary considerations, and fiscal programs. As the current situation indicates a tilt to higher taxes on income and capital gains, high-income earners will be the most impacted. Premium financing is a strategy that could particularly benefit high-net-worth clients. We typically see 3 types of premium finance cases at LifePro, with the most common one being the 3-to-1 leverage.

In this episode of Money Script Monday, Sal will explain how a properly structured premium finance plan can lead to a potential 45% increase in retirement income.

Resources Provided for This Episode

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About Sal Mendoza

Sal Mendoza is the Vice President of Field Support at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.


This information is meant for educational purposes only.

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