Complimentary Guide

10 Ways to Optimize a Premium Finance Plan

Learn the keys to maintain peak performance for maximized return

Every client and advisor who implements a premium finance design will find deviation over time when tracked against the original design. These changes are due to the year over year variations in earnings rates, loan rates, and policy changes. It is important to understand and take advantage of strategies available before, during, and after the funding period that will help optimize the policy's overall performance.


Here are 10 strategies to consider that may help optimize performance and maximize ROI.

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