We have all been there. A large case. A producer who has introduced premium financing into the conversation as a way to “save money” on the new insurance. One problem: The producer may have neglected any of the other myriad ways to fund the large case, avoid gift tax issues and ultimately create a funding plan with the highest likelihood of success. Join AIN as we catch up with AXA’s Randy Zipse, discuss the salient issues that impact funding a large insurance case, and introduce a brand new tool from AXA to help all of us guide producers and clients alike through the process of structuring the right solution for their funding challenges.
Thursday, June 23rd