The Retirement Risk Show

Premium Finance: A Leveraging Method for Life Insurance

March 25, 2022 Season 1 Episode 12
The Retirement Risk Show
Premium Finance: A Leveraging Method for Life Insurance
Show Notes

Strategically optimizing products and policies to work for you, not against you, in retirement is an important step in planning. Having been around for 30 years, premium finance is a method to optimize your life insurance policy, using leverage to create a higher policy value. 
This week Dave Hall analyzes the benefits and qualifications of premium finance with Tim Kelly and Joe Sgori, partners of Strategic Alliance Wealth Group. 

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