We are your Partner in Premium Financing. We are here to help you evaluate each client’s need to determine if they are a proper candidate for our strategies. We work with each partner to design, present, implement and service each transaction. Whether it involves estate, charitable or retirement income planning, our unique approach to premium financing focuses on managing the risk of each transaction to ensure each tailored plan will work to meet your client’s goals.
We do not view Premium Finance as just a transaction, but a Service. After each custom strategy is implemented, we work with our partners and lender relationships to provide annual policy reviews during renewal. This helps to ensure:
- The policy design stays intact
- Annual renewal documents are promptly supplied to our lenders
- Collateral needs are proactively calculated
- Seamless funding from the lender
Advisors that sign a Non-Disclosure Agreement may be granted access to our advisor section. Here, you will find case studies and webinars to support you and your clients.