May 5th, 2021 • 1 min 2 secs • Download (1.14 MB) • Link with Timestamp
Welcome to this brief introductory episode of the Premium Finance Show. As someone who's helped many professionals, I know firsthand the amazing leverage that premium finance life insurance can provide to the ultra wealthy for estate tax liquidity, and to companies for executive retention in the C-suite.
My guests will be the types of professionals who our clients rely upon when addressing complex financial matters, including CPAs, corporate attorneys, estate planning, attorneys, bankers, and other professionals, and I'm really excited to bring this expertise to our clients and potential clients.