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premium financing...

...and we are the most transparent premium financing    

   intermediary firm in the entire life insurance industry.

CALIFORNIA  |  GEORGIA  |  MICHIGAN  |  TENNESSEE

Anchor 1

Watch this video (above) about the 3 things that NO OTHER firm offers.

premium financing...

the book on

This book - Premium Financed Life Insurance: The Key To Effective Estate Tax Planning - addresses everything you need to know about premium financing, including:

  • Responsible Leverage vs. Irresponsible Leverage

  • How The 0.00% Floor In An IUL Is Created

  • How Participating Loans Work

  • The Dangers Of arket Volatility & Negative Arbitrage

  • Who SHOULD & SHOULD NOT Use Premium Financing

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We work with:

  • Law Firms

  • CPA Firms

  • Life Insurance Agents

  • Financial Advisors

  • RIAs

  • Family Offices

Anchor 2

2-Day PREMIUM

FINANCING

BOOT CAMPS...

If you are an advisor, CPA, or estate planning attorney, you can attend one of our 2-Day Educational Boot Camps.  We have three different modules:

  • 1.0 - The Good, Bad, & Ugly of PFLI

  • 2.0 - Workshop: How To Sell PFLI

  • 3.0 - Masterclass: Our Unique Process

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February 26-27, 2024

Atlanta, Georgia


atlanta airport marriott
4711 best road
atlanta, ga. 30337

 

In this 2-Day event, Darren Sugiyama will expose the good, bad, and ugly of premium financed life insurance, including his five different loan platforms and his proprietary backtesting software capabilities.   He will also do a deep dive in how to address issues such as the impending 2026 estate tax law changes, family governance, double taxation on IRA funds, and how to offer your high net worth clients something that is mathematically indisputably more effective than all other premium financing strategies.

PREMIUM FINANCING
BOOT CAMP 1.0

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