AIN Events
AIN Events: Where’s The Money? A Deep Dive into Large Case Funding Strategies with Randy Zipse
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.
One Session
Thursday, June 23rd
10:30 Pacific
Follow this Link to Register for the Session