Premium Financing is a policy-funding strategy that will appeal to a
specific segment of your client base.

Premium Finance

Help your affluent clients increase their internal rate of return while securing the insurance they need!

An especially appealing life insurance funding option for affluent clients who want life insurance but do not feel comfortable liquidating their assets, Premium Financing is a policy-funding strategy that will appeal to a specific segment of your client base and may prove highly lucrative for you. The Advantage? Brokers Alliance® has built a large network of lenders and point of sale experts to help you get access to capital and sales support to make the process as smooth as possible for you and your client.

Useful applications for Premium Finance include:WebReferenceBoard3_Premium Finance.png

  • Estate Planning
  • Retirement Planning
  • Charitable Giving
  • Strategic Business Planning
  • Private Pension Funding