SAMPLE REPORT

We're on a mission to become your one-stop-shop for all your premium finance resources! Reach out to your Field Support Representative at (888) 543-3776 to get your branded copy of the Leveraged Estate Preservation Plan.

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What's Included in the Leveraged Estate Preservation Plan?

Your Personal Premium Finance Report provides a breakdown of the benefits of financing a life insurance policy and compares premium finance options with non-financed guaranteed life policies. You will discover the economic factors affecting future estate taxes and the benefits found inside a high-value IUL policy.


Here's What You Will Achieve with this Report:

  Explain the future impact of estate taxes

  Compare the costs of multiple IUL policies

  Address the benefits and risks of premium finance

  Call your FSR for Your Branded Copy!