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AALU Webinar: Premium Financing Designs for Rising Interest Rates and Potential Tax Reform

January 16, 2017
AALU Webinar: Premium Financing Designs for Rising Interest Rates and Potential Tax Reform

Vérité’s Michael Seltzer will be joining AALU this month, presenting a special webinar alongside Lion Street’s Michael Fontanini on Premium Financing Designs for Rising Interest Rates and Potential Tax Reform. The two presented together at last year’s Annual Meeting in what was voted as one of the top-ranked workshops.

This month’s webinar, taking place on January 31, will focus on:

  • Methods for stress testing, mitigating risk and managing client expectations in the premium financing design process
  • Techniques that can create outside funds to repay some of the loan in the event of underperformance
  • A strategy using premium financing that can be attractive even if estate taxes are repealed and income taxes reduced under the new administration
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