Episode #249: How to Speed Up the Premium Finance Process


 

Premium finance can offer huge benefits to high-net-worth individuals looking to utilize financing to increase the size of their life insurance policy; the only drawback is that the approval process becomes more complicated. While it may seem daunting to work with both the life insurance carrier and the bank, having a clear idea of what steps you need to take will give you peace of mind during this process.

In this episode of Money Script Monday, Luke unpacks the 4-step timeline of purchasing a premium finance case and the strategies you can use to speed up this process.

Resources Provided for This Episode


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About Luke Geller

Luke Geller is a Field Support Representative 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.



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