Premium Financing
Working with Brokers Alliance
from start to finish
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Collaboration of Third Party Firms & Direct Banking relationships |
Premium Financing Resources |
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Traditional Premium Financing vs. “Hybrid” |
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PowerPoint Presentation |
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Sore Spots: |
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Collateral |
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Out-of-pocket cost (Liquidity) |
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Death Benefit |
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Exit Strategy |
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Coordination with Marketing, Underwriting, & Lending |
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Thinking outside the box |
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THIRD PARTY FIRMS
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Additional Money Resources |
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Leverage for special Bank Decisions |
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Rollup of Interest with No Origination |
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Collateral management & Annual Reviews |
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Brokers Alliance can Leverage Comp Splits |
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80/20 to 90/10 |
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Additional Marketing pieces & closing support |
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Thinking outside the box |
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BROKERS ALLIANCE PROGRAM
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Direct relationships with large money sources like FIF |
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Limited to NO commission splits |
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Independent Banking relationships |
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Leverage client/bank relationships – lower interest rates |
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Real Estate as collateral! |
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Flexibility to build program around client’s need |
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CONCEPTS
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Estate Planning |
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Charitable Planning |
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Create legacy through loans and death benefit |
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Skip Designs |
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Reducing out of pocket expense dramatically |
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Accounts Receivable |
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Protect the business’ accounts receivable while turning it into a performing asset |
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Private Pension |
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Long term strategy for business owners |
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