While many “reacted” to last year’s tax reform with the belief that the large case was going to join the endangered species list, the reality has proven to be far different. Join AIN as we explore two market segments that continue to thrive in today’s environment: Premium Finance and Foreign Nationals.
One Session
Thursday, October 18th
11:00 Pacific
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
Join John Hancock to learn more about the dual loan approach to funding life insurance premiums.
Joseph Scianna and Josh Winslow, JD, will explore the differences between private finance, premium finance and dual loan approaches and why a client might elect one option over the others.
Access Instructions:
Join John Hancock to learn more about the dual loan approach to funding life insurance premiums.
Joseph Scianna and Josh Winslow, JD, will explore the differences between private finance, premium finance and dual loan approaches and why a client might elect one option over the others.
Access Instructions: