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

Just in Time 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.  Solution for uninsurable clients or clients who need more life insurance above the limits that carriers can cover.

Presented by Michael Wurth MBA, Vice President Succession Capital

Presentation was: Tuesday,  June 9, 2026

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