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I wrote the book on

premium financing...

...and we are the most transparent premium financing    

   intermediary firm in the entire life insurance industry.

Anchor 1

Watch this video (above) that explains the 3 things

that NO OTHER premium financing firm offers.

premium financing...

the book on

This book is the NEW UPDATED 2024 Version, and addresses everything you need to know about premium financing, including:

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  • Premium Financing During High Interest Rate Environments

  • How To Introduce PFLI To Your High Net Worth Clients

  • Five Different Lionsmark Loan Models

  • Responsible Leverage vs. Irresponsible Leverage

  • How PFLI Can Be A Valuable Estate Tax Planning Tool

  • When PFLI Should Be Used As A Retirement Asset Class

  • Who SHOULD & SHOULD NOT Use Premium Financing

​

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Anchor 2

We work with:

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  • Law Firms

  • CPA Firms

  • Life Insurance Agents

  • Financial Advisors

  • RIAs

  • Family Offices

AVOID DOUBLE

TAXATION ON

IRA FUNDS...

When a wealthy couple's adult children inherit a $1MM+ IRA, they are going to get double taxed on these funds... first with estate taxes, and then with income taxes... which could result in over 70% in tax erosion.  We have a better option.

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PREMIUM

FINANCING

SYMPOSIUMS

If you are an advisor, CPA, or estate planning attorney, you can attend one of our Premium Financing Symposiums.

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NEWPORT BEACH

 

In this symposium, Darren Sugiyama will teach how to position premium financing as a SOLUTION (not just a product) to your high net worth clients... and discuss the right and wrong way to design this type of solusion.

OUR NEXT LIVE EVENT

JUNE 24-25, 2024

e Newsletter For Advisors

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