Synergy Thinking

Share

Premium Financing – Are Client’s Funding Life Insurance Using this Strategy? - #023

Join Stephanie Alper-Lisi, Yosi Amster and Joseph Horner (GraciePoint) as they explore Premium Financing. On today’s show, we talk with Yosi and Joseph about access Premium Financing, which age demographic is choosing to access Premium Financing, how is a Premium Finance policy structured, how to split the finance between multiple products, and and how to incorporate, “high level view” into an existing policy. Learn more about GraciePoint and Premium Financing at www.SBKG.com.


Show Notes:

00:00 What is Synergy Thinking

00:47 Who is Joe Horner

01:10 Who is Yosi Amster

02:18 What is Premium Financing and how do I get access to it?

04:29 Which age demographic is choosing to access Premium Financing?

06:23 How is a Premium Finance policy structured?

07:41 Are you able to split the finance between multiple products?

09:04 What is, “high level view” and how can it be incorporated into an existing policy?

11:44 How does an advisor access Premium Financing and work with GraciePoint?




More Episodes