Training Calendar

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Topic: TUESDAY TIPS AND TRICKS

Invite others by using the Public Part of our Website

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Premium Finance Enhances the Necessary Purchase of Life Insurance for High Net Worth Clients

Join us for a quick 45‑minute webinar on “Premium Financing Done the Right Way“

Typical scenarios where premium finance can add value: Estate Planning, Business Planning, Existing Life Insurance, and Asset Protection. Principals we utilize include: Leverage, Value, Flexibility, Internal Rates of Return, and Gift Tax.

Presented by Michael Wurth MBA, Vice President Succession Capital

 Date: Tuesday,  June 9, 2026
Time: 12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 09:00 AM PT

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