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


Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away!

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.

Disclaimer

This information is meant for educational purposes only.

Related Blog Posts

MSM Opt-in Popup

Summit Popup