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Solving the Replacement Dilemma: A Premium Finance Case Study

August 11, 2021
Solving the Replacement Dilemma: A Premium Finance Case Study

The best part of holding an important seat at the table of our clients is to design a solution to a complex problem that helps them sleep better at night. One such case involved a client of ours, age 56, who was referred to us by her wealth adviser who believed in the power of premium finance to improve her current life insurance portfolio. At the time, Linda owned three policies and was seeking a way to reduce her annual premium expense and use those savings to reinvest back into her business. She was also unhappy with the performance of her current policies. See how we helped solve these issues through a customized premium finance strategy by downloading our whitepaper case study.

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