Episode #235: The 5 Red Flags of Premium Finance Plans


Premium finance can be a very effective solution for estate planning, business succession planning, and supplemental tax-free income. However, it is important to keep in mind that plans are most successful when structured for the right person, for the right reasons, and done the right way. Are you aware that some vendors may try and fool you with misleading premium finance illustrations?

In this episode of Money Script Monday, Brian unveils 5 deceitful marketing tactics to be aware of when considering purchasing a premium finance plan.

Resources Provided for This Episode

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Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

About Brian Manderscheid

Brian Manderscheid is the Vice President of Case Design at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.


This information is meant for educational purposes only.

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